+11.7%
MAX vs VT
+10.5%
+1.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -2.0% | -1.8% |
| 7D | -3.7% | -2.3% | -1.4% | -3.4% |
| 30D | +46.8% | -5.0% | +51.8% | +47.7% |
| 3M | +15.1% | -4.9% | +20.0% | +15.8% |
| 6M | +58.3% | -1.5% | +59.8% | +58.1% |
| YTD | +9.7% | +8.5% | +1.2% | +4.5% |
| 1Y | +11.7% | +11.4% | +0.3% | +1.6% |
| All | +11.7% | +10.5% | +1.2% | +1.6% |
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