+70.6%
MTD vs VT
+74.0%
-3.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.7% | +0.8% |
| 7D | +1.0% | +2.4% | -1.4% | -1.6% |
| 30D | +8.1% | -1.5% | +9.6% | +9.8% |
| 3M | +21.5% | -4.1% | +25.7% | +27.2% |
| 6M | +69.6% | +0.6% | +69.0% | +67.5% |
| YTD | +24.7% | +11.0% | +13.7% | +8.6% |
| 1Y | +23.1% | +13.3% | +9.8% | +4.5% |
| 3Y | +70.6% | +73.4% | -2.8% | -18.8% |
| All | +70.6% | +74.0% | -3.4% | -18.8% |
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