-95.9%
ACTU vs VT
+44.5%
-140.4%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.3% |
| 7D | -12.5% | -1.6% | -10.9% | -10.7% |
| 30D | -57.3% | -2.5% | -54.8% | -56.0% |
| 3M | -67.0% | -1.3% | -65.7% | -66.6% |
| 6M | -88.3% | +3.1% | -91.4% | -88.9% |
| YTD | -94.3% | +10.9% | -105.2% | -94.9% |
| 1Y | -94.8% | +12.1% | -106.8% | -95.4% |
| All | -95.9% | +44.5% | -140.4% | -97.0% |
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