-99.5%
ANY vs VT
+66.2%
-165.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | 0.0% | -7.2% | -7.2% |
| 7D | +5.5% | +0.4% | +5.0% | +4.6% |
| 30D | +1.8% | +1.0% | +0.8% | +0.2% |
| 3M | -46.5% | +2.4% | -48.9% | -49.2% |
| 6M | +68.1% | +12.0% | +56.1% | +27.5% |
| YTD | -22.1% | +15.3% | -37.5% | -44.4% |
| 1Y | -59.9% | +22.6% | -82.5% | -75.0% |
| 3Y | -84.2% | +74.7% | -158.9% | -95.5% |
| All | -99.5% | +66.2% | -165.6% | -99.8% |
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