-34.2%
LIVE vs VT
+11.9%
-46.1%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.3% | +4.1% | +3.9% |
| 7D | +4.5% | +2.4% | +2.2% | +3.6% |
| 30D | -2.2% | -1.5% | -0.7% | -1.7% |
| 3M | -25.4% | -4.1% | -21.3% | -24.2% |
| 6M | -45.6% | +0.6% | -46.2% | -46.1% |
| YTD | -49.5% | +11.0% | -60.5% | -56.3% |
| 1Y | -34.2% | +13.3% | -47.5% | -45.9% |
| All | -34.2% | +11.9% | -46.1% | -45.9% |
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