+147.6%
E vs VT
+53.4%
+94.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.7% | -0.6% |
| 7D | -8.8% | -2.3% | -6.5% | -7.6% |
| 30D | +2.8% | -5.0% | +7.7% | +5.8% |
| 3M | +3.4% | -4.9% | +8.3% | +6.2% |
| 6M | +5.2% | -1.5% | +6.8% | +5.2% |
| YTD | +51.3% | +8.5% | +42.8% | +40.2% |
| 1Y | +55.9% | +11.4% | +44.5% | +41.4% |
| 3Y | +96.5% | +70.1% | +26.4% | +24.9% |
| All | +147.6% | +53.4% | +94.2% | +69.7% |
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