+1,351.1%
GAIN vs VT
+374.2%
+976.9%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -0.2% | +0.4% | -0.6% | -0.7% |
| 30D | +0.2% | +1.0% | -0.8% | -0.9% |
| 3M | +5.3% | +2.4% | +3.0% | +2.3% |
| 6M | +22.6% | +12.0% | +10.6% | +7.4% |
| YTD | +22.5% | +15.3% | +7.2% | +3.8% |
| 1Y | +23.8% | +22.6% | +1.3% | -2.1% |
| 3Y | +82.4% | +74.7% | +7.8% | -4.1% |
| 5Y | +92.1% | +66.1% | +26.0% | +4.9% |
| 10Y | +378.4% | +225.0% | +153.4% | +11.7% |
| All | +1,351.1% | +374.2% | +976.9% | +110.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling