+551.1%
A vs VT
+371.8%
+179.3%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.1% |
| 7D | -2.1% | +1.0% | -3.1% | -3.1% |
| 30D | +0.6% | -0.2% | +0.8% | +0.9% |
| 3M | +10.9% | +4.5% | +6.3% | +5.4% |
| 6M | +28.2% | +14.1% | +14.1% | +10.8% |
| YTD | +8.6% | +14.8% | -6.2% | -6.8% |
| 1Y | +15.5% | +21.2% | -5.7% | -6.4% |
| 3Y | +31.8% | +76.6% | -44.8% | -28.3% |
| 5Y | -14.9% | +66.6% | -81.5% | -50.4% |
| 10Y | +237.8% | +222.3% | +15.5% | -3.1% |
| All | +551.1% | +371.8% | +179.3% | +20.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling