-84.3%
ACTU vs VT
+23.4%
-107.6%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.0% | +4.4% | +3.7% |
| 7D | -18.9% | +0.1% | -19.1% | -19.1% |
| 30D | +22.3% | +0.8% | +21.5% | +20.2% |
| 3M | -24.7% | +2.8% | -27.5% | -29.0% |
| 6M | -55.2% | +13.0% | -68.2% | -65.9% |
| YTD | -77.6% | +15.4% | -93.0% | -83.0% |
| All | -84.3% | +23.4% | -107.6% | -89.9% |
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