+21.1%
COLL vs VT
+57.5%
-36.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.7% |
| 7D | +3.1% | -0.1% | +3.3% | +2.9% |
| 30D | +10.8% | -3.1% | +13.8% | +12.6% |
| 3M | -10.0% | -3.5% | -6.5% | -8.3% |
| 6M | -35.3% | +0.5% | -35.7% | -36.0% |
| YTD | -47.1% | +10.8% | -57.9% | -51.4% |
| 1Y | -43.8% | +11.9% | -55.7% | -48.7% |
| 3Y | 0.0% | +73.0% | -73.0% | -34.4% |
| 5Y | +21.1% | +58.6% | -37.5% | -18.5% |
| All | +21.1% | +57.5% | -36.4% | -18.5% |
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 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