-91.0%
AKA vs VT
+70.9%
-162.0%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.4% |
| 7D | +2.2% | +1.0% | +1.2% | +0.9% |
| 30D | -2.4% | -0.2% | -2.1% | -2.1% |
| 3M | +19.0% | +4.5% | +14.5% | +11.1% |
| 6M | +9.8% | +14.1% | -4.2% | -10.0% |
| YTD | +0.3% | +14.8% | -14.5% | -18.5% |
| 1Y | +7.2% | +21.2% | -14.0% | -19.7% |
| 3Y | +70.3% | +76.6% | -6.3% | -27.1% |
| All | -91.0% | +70.9% | -162.0% | -95.5% |
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