+15.8%
D vs VT
+60.6%
-44.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.7% | +2.7% | +3.8% |
| 7D | +8.5% | -0.3% | +8.8% | +8.6% |
| 30D | +14.3% | -1.4% | +15.7% | +14.8% |
| 3M | +1.8% | -1.4% | +3.2% | +2.2% |
| 6M | +13.0% | +5.5% | +7.6% | +10.5% |
| YTD | +22.7% | +12.8% | +9.9% | +16.6% |
| 1Y | +22.6% | +15.4% | +7.2% | +15.3% |
| 3Y | +84.2% | +76.9% | +7.3% | +41.7% |
| 5Y | +15.8% | +60.4% | -44.6% | -10.1% |
| All | +15.8% | +60.6% | -44.8% | -10.1% |
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 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