-29.8%
HODL vs VT
+11.9%
-41.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -3.5% |
| 7D | -6.2% | +2.9% | -9.1% | -10.1% |
| 30D | -14.3% | -2.5% | -11.8% | -10.8% |
| 3M | +12.5% | -3.3% | +15.8% | +18.6% |
| 6M | -11.8% | +1.5% | -13.3% | -13.9% |
| YTD | -18.5% | +11.4% | -29.8% | -30.6% |
| 1Y | -29.8% | +11.9% | -41.7% | -40.7% |
| All | -29.8% | +11.9% | -41.7% | -40.7% |
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