-55.6%
BULL vs VT
+69.4%
-124.9%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -4.1% | -6.7% | -4.6% |
| 7D | -9.8% | -4.2% | -5.6% | -3.3% |
| 30D | -33.9% | -5.8% | -28.1% | -27.1% |
| 3M | -34.8% | -5.2% | -29.6% | -28.4% |
| 6M | -34.4% | +0.1% | -34.5% | -33.2% |
| YTD | -38.1% | +8.2% | -46.3% | -42.6% |
| 1Y | -51.6% | +10.1% | -61.7% | -55.9% |
| All | -55.6% | +69.4% | -124.9% | -68.1% |
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