+61.7%
AKA vs VT
+74.2%
-12.5%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.2% | -2.2% |
| 7D | -4.6% | -0.1% | -4.4% | -4.4% |
| 30D | -6.1% | -0.7% | -5.5% | -5.4% |
| 3M | +19.4% | +4.0% | +15.4% | +13.2% |
| 6M | +6.1% | +12.3% | -6.2% | -9.1% |
| YTD | -2.6% | +14.0% | -16.6% | -18.3% |
| 1Y | +0.6% | +20.3% | -19.7% | -21.6% |
| All | +61.7% | +74.2% | -12.5% | -21.2% |
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