+188.5%
E vs VT
+66.2%
+122.3%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | +1.5% | +0.4% | +1.0% | +1.1% |
| 30D | +1.4% | +1.0% | +0.4% | +0.7% |
| 3M | -1.5% | +2.4% | -3.9% | -3.4% |
| 6M | +17.2% | +12.0% | +5.2% | +7.2% |
| YTD | +44.5% | +15.3% | +29.1% | +29.3% |
| 1Y | +57.2% | +22.6% | +34.6% | +34.1% |
| 3Y | +99.3% | +74.7% | +24.7% | +26.5% |
| All | +188.5% | +66.2% | +122.3% | +87.1% |
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