-70.1%
BEAT vs VT
+69.4%
-139.4%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -4.1% | -2.8% | 0.0% |
| 7D | -26.7% | -4.2% | -22.5% | -21.3% |
| 30D | -32.4% | -5.8% | -26.6% | -25.0% |
| 3M | -20.8% | -5.2% | -15.6% | -12.6% |
| 6M | -52.4% | +0.1% | -52.5% | -51.6% |
| YTD | -83.5% | +8.2% | -91.8% | -85.0% |
| 1Y | -76.1% | +10.1% | -86.2% | -78.9% |
| All | -70.1% | +69.4% | -139.4% | -85.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling