-68.6%
LIVE vs VT
+75.0%
-143.5%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.3% |
| 7D | -4.2% | +0.4% | -4.7% | -4.4% |
| 30D | -8.2% | +1.0% | -9.2% | -8.5% |
| 3M | -7.7% | +2.4% | -10.0% | -8.3% |
| 6M | -37.1% | +12.0% | -49.1% | -39.7% |
| YTD | -40.5% | +15.3% | -55.9% | -43.5% |
| 1Y | -44.0% | +22.6% | -66.6% | -47.4% |
| All | -68.6% | +75.0% | -143.5% | -70.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling