+190.2%
FUNC vs VT
+66.2%
+124.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +2.8% | +0.4% | +2.3% | +2.6% |
| 30D | -0.8% | +1.0% | -1.8% | -1.3% |
| 3M | +12.3% | +2.4% | +9.9% | +10.7% |
| 6M | +24.5% | +12.0% | +12.4% | +16.7% |
| YTD | +20.8% | +15.3% | +5.5% | +11.4% |
| 1Y | +22.7% | +22.6% | +0.1% | +9.3% |
| 3Y | +194.3% | +74.7% | +119.6% | +123.0% |
| All | +190.2% | +66.2% | +124.0% | +126.0% |
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