-28.6%
AWAY vs VT
+114.5%
-143.2%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | -1.6% |
| 7D | +1.7% | +0.4% | +1.4% | +1.3% |
| 30D | +4.1% | -2.6% | +6.7% | +7.4% |
| 3M | -11.7% | -3.2% | -8.4% | -8.2% |
| 6M | -1.8% | +0.9% | -2.7% | -3.3% |
| YTD | -14.8% | +11.3% | -26.1% | -25.7% |
| 1Y | -16.5% | +14.0% | -30.5% | -29.3% |
| 3Y | +7.4% | +75.8% | -68.5% | -46.5% |
| 5Y | -38.7% | +57.8% | -96.5% | -64.5% |
| All | -28.6% | +114.5% | -143.2% | -71.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling