-94.9%
ACTU vs VT
+10.7%
-105.6%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -4.1% | -7.5% | -4.6% |
| 7D | -11.9% | -4.2% | -7.7% | -4.4% |
| 30D | -59.7% | -5.8% | -53.9% | -55.2% |
| 3M | -71.1% | -5.2% | -65.8% | -68.2% |
| 6M | -89.3% | +0.1% | -89.5% | -89.8% |
| YTD | -94.7% | +8.2% | -102.9% | -95.5% |
| 1Y | -94.9% | +10.1% | -105.1% | -95.9% |
| All | -94.9% | +10.7% | -105.6% | -95.9% |
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