+395.9%
FUNC vs VT
+214.8%
+181.1%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.1% | +0.6% | -1.0% |
| 7D | -0.7% | -4.2% | +3.4% | +1.8% |
| 30D | +5.3% | -5.8% | +11.1% | +9.1% |
| 3M | +2.8% | -5.2% | +8.0% | +6.0% |
| 6M | +23.6% | +0.1% | +23.5% | +22.9% |
| YTD | +25.2% | +8.2% | +16.9% | +18.4% |
| 1Y | +31.3% | +10.1% | +21.2% | +22.8% |
| 3Y | +193.5% | +69.7% | +123.8% | +112.3% |
| 5Y | +166.0% | +53.4% | +112.6% | +103.2% |
| All | +395.9% | +214.8% | +181.1% | +140.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling