-96.2%
ACTU vs VT
+41.0%
-137.2%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -4.1% | -7.5% | -6.7% |
| 7D | -11.9% | -4.2% | -7.7% | -6.7% |
| 30D | -59.7% | -5.8% | -53.9% | -56.6% |
| 3M | -71.1% | -5.2% | -65.8% | -69.1% |
| 6M | -89.3% | +0.1% | -89.5% | -89.4% |
| YTD | -94.7% | +8.2% | -102.9% | -95.1% |
| 1Y | -94.9% | +10.1% | -105.1% | -95.4% |
| All | -96.2% | +41.0% | -137.2% | -97.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling