+13.8%
A vs VT
+53.2%
-39.4%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.1% | +1.0% | +1.3% |
| 7D | -5.2% | -4.2% | -1.0% | -0.8% |
| 30D | +1.4% | -5.8% | +7.2% | +8.2% |
| 3M | +21.9% | -5.2% | +27.2% | +29.2% |
| 6M | +46.7% | +0.1% | +46.5% | +45.7% |
| YTD | +27.2% | +8.2% | +19.0% | +15.7% |
| 1Y | +17.9% | +10.1% | +7.8% | +5.2% |
| 3Y | +61.1% | +69.7% | -8.5% | -10.8% |
| 5Y | +13.8% | +53.4% | -39.6% | -29.6% |
| All | +13.8% | +53.2% | -39.4% | -29.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling