+61.8%
HODL vs VT
+55.3%
+6.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.7% |
| 7D | -1.2% | -2.3% | +1.2% | +2.2% |
| 30D | -9.2% | -5.0% | -4.2% | -2.3% |
| 3M | +17.6% | -4.9% | +22.5% | +26.4% |
| 6M | -7.1% | -1.5% | -5.5% | -4.8% |
| YTD | -13.4% | +8.5% | -21.9% | -22.0% |
| 1Y | -24.9% | +11.4% | -36.3% | -34.7% |
| All | +61.8% | +55.3% | +6.6% | -11.5% |
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