+1,277.0%
GAIN vs VT
+363.9%
+913.1%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.7% | +0.3% | +0.1% |
| 7D | +2.1% | -0.3% | +2.4% | +2.4% |
| 30D | -0.4% | -1.4% | +1.1% | +1.1% |
| 3M | -7.2% | -1.4% | -5.8% | -6.0% |
| 6M | -5.6% | +5.5% | -11.1% | -11.6% |
| YTD | +16.2% | +12.8% | +3.4% | +0.7% |
| 1Y | +19.1% | +15.4% | +3.7% | +0.5% |
| 3Y | +48.2% | +76.9% | -28.7% | -23.3% |
| 5Y | +67.1% | +60.4% | +6.7% | -5.2% |
| 10Y | +441.9% | +232.8% | +209.1% | +22.4% |
| All | +1,277.0% | +363.9% | +913.1% | +104.1% |
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 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