+15.0%
A vs VT
+11.9%
+3.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.7% |
| 7D | +0.7% | +2.9% | -2.2% | -1.6% |
| 30D | +0.8% | -2.5% | +3.3% | +2.9% |
| 3M | +16.9% | -3.3% | +20.2% | +20.1% |
| 6M | +53.8% | +1.5% | +52.2% | +51.8% |
| YTD | +28.1% | +11.4% | +16.7% | +14.9% |
| 1Y | +15.0% | +11.9% | +3.1% | +2.7% |
| All | +15.0% | +11.9% | +3.2% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling