-2.3%
FOR vs VT
+10.7%
-13.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.1% | +2.0% | +1.4% |
| 7D | -2.3% | -4.2% | +1.9% | +1.3% |
| 30D | -7.0% | -5.8% | -1.2% | -2.3% |
| 3M | -17.3% | -5.2% | -12.1% | -13.4% |
| 6M | -8.3% | +0.1% | -8.5% | -8.8% |
| YTD | -0.7% | +8.2% | -8.9% | -8.6% |
| 1Y | -2.3% | +10.1% | -12.4% | -11.9% |
| All | -2.3% | +10.7% | -13.0% | -11.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling