-54.6%
BULL vs VT
+69.7%
-124.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.1% | +1.9% |
| 7D | -4.8% | -2.3% | -2.5% | -0.9% |
| 30D | -16.5% | -5.0% | -11.5% | -9.3% |
| 3M | -31.9% | -4.9% | -27.0% | -25.6% |
| 6M | -32.8% | -1.5% | -31.2% | -29.9% |
| YTD | -36.7% | +8.5% | -45.2% | -41.5% |
| 1Y | -48.9% | +11.4% | -60.3% | -54.1% |
| 3Y | -54.6% | +70.1% | -124.6% | -67.5% |
| All | -54.6% | +69.7% | -124.3% | -67.5% |
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 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