-35.7%
IIIV vs VT
+10.7%
-46.4%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.1% | +5.9% | +2.3% |
| 7D | +11.8% | -4.2% | +16.0% | +12.4% |
| 30D | +29.4% | -5.8% | +35.2% | +30.4% |
| 3M | -13.7% | -5.2% | -8.5% | -13.2% |
| 6M | -13.6% | +0.1% | -13.7% | -14.6% |
| YTD | -23.1% | +8.2% | -31.4% | -27.6% |
| 1Y | -35.7% | +10.1% | -45.8% | -40.8% |
| All | -35.7% | +10.7% | -46.4% | -40.8% |
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 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