-26.7%
BULL vs VT
+23.3%
-50.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | +3.9% | +0.4% | +3.5% | +3.2% |
| 30D | +32.0% | +1.0% | +31.0% | +29.9% |
| 3M | +59.7% | +2.4% | +57.3% | +53.2% |
| 6M | +60.5% | +12.0% | +48.5% | +27.6% |
| YTD | +25.4% | +15.3% | +10.0% | -7.2% |
| 1Y | -26.7% | +22.6% | -49.2% | -50.5% |
| All | -26.7% | +23.3% | -50.0% | -50.5% |
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