-84.0%
LIVE vs VT
+363.9%
-447.9%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.7% | +1.6% | +2.6% |
| 7D | +0.9% | -0.3% | +1.3% | +1.1% |
| 30D | -1.2% | -1.4% | +0.2% | -0.6% |
| 3M | -21.2% | -1.4% | -19.8% | -20.7% |
| 6M | -41.3% | +5.5% | -46.8% | -43.0% |
| YTD | -49.7% | +12.8% | -62.5% | -52.5% |
| 1Y | -46.1% | +15.4% | -61.5% | -49.6% |
| 3Y | -72.3% | +76.9% | -149.1% | -78.8% |
| 5Y | -76.5% | +60.4% | -136.9% | -81.4% |
| 10Y | -32.1% | +232.8% | -264.9% | -62.1% |
| All | -84.0% | +363.9% | -447.9% | -93.0% |
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