+31.3%
FUNC vs VT
+10.7%
+20.6%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.1% | +0.6% | -2.4% |
| 7D | -0.7% | -4.2% | +3.4% | +0.3% |
| 30D | +5.3% | -5.8% | +11.1% | +6.8% |
| 3M | +2.8% | -5.2% | +8.0% | +4.1% |
| 6M | +23.6% | +0.1% | +23.5% | +23.2% |
| YTD | +25.2% | +8.2% | +16.9% | +20.4% |
| 1Y | +31.3% | +10.1% | +21.2% | +24.9% |
| All | +31.3% | +10.7% | +20.6% | +24.9% |
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