+70.7%
HODL vs VT
+65.1%
+5.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | +3.1% | +0.4% | +2.6% | +2.5% |
| 30D | +23.2% | +1.0% | +22.2% | +21.6% |
| 3M | +25.7% | +2.4% | +23.3% | +21.7% |
| 6M | +9.2% | +12.0% | -2.8% | -6.8% |
| YTD | -8.7% | +15.3% | -24.0% | -24.7% |
| 1Y | -27.3% | +22.6% | -49.9% | -44.4% |
| All | +70.7% | +65.1% | +5.6% | -14.5% |
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