+156.2%
ALL vs VT
+53.2%
+103.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.1% | +3.2% | +0.8% |
| 7D | +4.2% | -4.2% | +8.4% | +6.0% |
| 30D | +18.9% | -5.8% | +24.7% | +21.8% |
| 3M | +1.2% | -5.2% | +6.5% | +3.3% |
| 6M | +23.2% | +0.1% | +23.1% | +22.0% |
| YTD | +30.0% | +8.2% | +21.8% | +23.1% |
| 1Y | +39.6% | +10.1% | +29.5% | +30.9% |
| 3Y | +115.2% | +69.7% | +45.6% | +54.9% |
| 5Y | +156.2% | +53.4% | +102.9% | +89.7% |
| All | +156.2% | +53.2% | +103.1% | +89.7% |
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