+170.3%
FUNC vs VT
+57.9%
+112.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.7% | -1.6% |
| 7D | -0.4% | -1.6% | +1.2% | +0.4% |
| 30D | +5.8% | -2.5% | +8.3% | +7.1% |
| 3M | +3.5% | -1.3% | +4.9% | +4.1% |
| 6M | +24.6% | +3.1% | +21.5% | +22.1% |
| YTD | +25.7% | +10.9% | +14.7% | +18.0% |
| 1Y | +34.8% | +12.1% | +22.8% | +25.9% |
| 3Y | +194.7% | +73.9% | +120.8% | +124.6% |
| All | +170.3% | +57.9% | +112.4% | +121.1% |
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