-82.8%
ACTU vs VT
+50.2%
-133.0%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | 0.0% | +8.0% | +8.1% |
| 7D | -10.6% | +0.4% | -11.0% | -11.1% |
| 30D | +31.0% | +1.0% | +30.0% | +29.2% |
| 3M | -23.7% | +2.4% | -26.1% | -26.2% |
| 6M | -51.5% | +12.0% | -63.5% | -57.9% |
| YTD | -75.8% | +15.3% | -91.2% | -79.4% |
| 1Y | -83.0% | +22.6% | -105.6% | -86.2% |
| All | -82.8% | +50.2% | -133.0% | -87.9% |
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 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