+47.1%
MKTW vs VT
+13.3%
+33.8%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.1% |
| 7D | +4.5% | -0.7% | +5.2% | +4.5% |
| 30D | +16.2% | -1.7% | +18.0% | +16.3% |
| 3M | +20.9% | -2.3% | +23.2% | +21.0% |
| 6M | +25.8% | +1.5% | +24.3% | +25.5% |
| YTD | +61.1% | +12.0% | +49.0% | +71.9% |
| 1Y | +47.1% | +12.9% | +34.2% | +58.1% |
| All | +47.1% | +13.3% | +33.8% | +58.1% |
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