+178.8%
FUNC vs VT
+60.6%
+118.2%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.4% | +2.3% |
| 7D | +3.2% | -0.3% | +3.5% | +3.4% |
| 30D | +9.8% | -1.4% | +11.2% | +10.5% |
| 3M | +6.5% | -1.4% | +7.9% | +7.2% |
| 6M | +29.4% | +5.5% | +23.9% | +25.3% |
| YTD | +29.6% | +12.8% | +16.8% | +20.7% |
| 1Y | +38.9% | +15.4% | +23.4% | +27.7% |
| 3Y | +203.9% | +76.9% | +127.0% | +129.7% |
| 5Y | +178.8% | +60.4% | +118.3% | +126.1% |
| All | +178.8% | +60.6% | +118.2% | +126.1% |
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