+59.8%
HODL vs VT
+59.3%
+0.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.6% | -3.9% | -4.9% |
| 7D | -2.2% | +0.4% | -2.6% | -2.8% |
| 30D | -9.1% | -2.6% | -6.5% | -5.7% |
| 3M | +15.2% | -3.2% | +18.4% | +20.8% |
| 6M | -6.8% | +0.9% | -7.7% | -7.9% |
| YTD | -14.5% | +11.3% | -25.8% | -25.8% |
| 1Y | -27.9% | +14.0% | -41.9% | -39.4% |
| All | +59.8% | +59.3% | +0.5% | -15.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling