-74.3%
BEAT vs VT
+15.2%
-89.5%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -4.8% |
| 7D | -20.3% | -0.3% | -20.0% | -19.9% |
| 30D | -35.2% | -1.4% | -33.7% | -33.2% |
| 3M | -14.7% | -1.4% | -13.3% | -11.6% |
| 6M | -49.5% | +5.5% | -55.0% | -53.0% |
| YTD | -82.3% | +12.8% | -95.2% | -84.3% |
| 1Y | -74.3% | +15.4% | -89.7% | -74.8% |
| All | -74.3% | +15.2% | -89.5% | -74.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling