+161.4%
AD vs VT
+66.2%
+95.2%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +6.9% | +0.4% | +6.5% | +6.7% |
| 30D | +9.4% | +1.0% | +8.4% | +8.8% |
| 3M | -6.2% | +2.4% | -8.6% | -7.5% |
| 6M | -2.3% | +12.0% | -14.3% | -8.4% |
| YTD | +9.5% | +15.3% | -5.8% | +1.0% |
| 1Y | +11.3% | +22.6% | -11.3% | -0.8% |
| 3Y | +83.3% | +74.7% | +8.6% | +35.7% |
| All | +161.4% | +66.2% | +95.2% | +101.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling