-91.6%
BEAT vs VT
+54.3%
-145.9%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -4.1% | -2.8% | -1.8% |
| 7D | -26.7% | -4.2% | -22.5% | -22.7% |
| 30D | -32.4% | -5.8% | -26.6% | -26.9% |
| 3M | -20.8% | -5.2% | -15.6% | -14.7% |
| 6M | -52.4% | +0.1% | -52.5% | -51.7% |
| YTD | -83.5% | +8.2% | -91.8% | -84.6% |
| 1Y | -76.1% | +10.1% | -86.2% | -78.2% |
| 3Y | -70.3% | +69.7% | -140.0% | -81.8% |
| All | -91.6% | +54.3% | -145.9% | -94.2% |
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