-30.1%
HODL vs VT
+21.4%
-51.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.0% |
| 7D | +1.6% | +1.0% | +0.5% | +0.1% |
| 30D | +20.9% | -0.2% | +21.1% | +21.3% |
| 3M | +23.8% | +4.5% | +19.2% | +15.2% |
| 6M | +15.1% | +14.1% | +1.0% | -8.3% |
| YTD | -10.3% | +14.8% | -25.1% | -28.5% |
| 1Y | -30.1% | +21.2% | -51.2% | -47.4% |
| All | -30.1% | +21.4% | -51.4% | -47.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling