+1,148.9%
CASH vs VT
+374.2%
+774.7%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +2.1% | +0.4% | +1.6% | +1.8% |
| 30D | -7.0% | +1.0% | -8.0% | -7.7% |
| 3M | +5.3% | +2.4% | +2.9% | +3.3% |
| 6M | -8.9% | +12.0% | -20.9% | -16.1% |
| YTD | +17.3% | +15.3% | +2.0% | +6.0% |
| 1Y | +6.4% | +22.6% | -16.2% | -7.8% |
| 3Y | +67.3% | +74.7% | -7.4% | +14.4% |
| 5Y | +72.5% | +66.1% | +6.4% | +23.2% |
| 10Y | +325.8% | +225.0% | +100.8% | +123.6% |
| All | +1,148.9% | +374.2% | +774.7% | +457.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling