+135.2%
B vs VT
+53.2%
+82.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.1% | +4.6% | +4.0% |
| 7D | +4.3% | -4.2% | +8.5% | +8.1% |
| 30D | -0.9% | -5.8% | +4.9% | +4.3% |
| 3M | -1.4% | -5.2% | +3.9% | +3.6% |
| 6M | +5.0% | +0.1% | +4.9% | +6.1% |
| YTD | -5.8% | +8.2% | -14.1% | -9.7% |
| 1Y | +25.6% | +10.1% | +15.5% | +19.2% |
| 3Y | +161.6% | +69.7% | +92.0% | +89.2% |
| 5Y | +135.2% | +53.4% | +81.8% | +62.3% |
| All | +135.2% | +53.2% | +82.0% | +62.3% |
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