+1,649.4%
MTD vs VT
+345.0%
+1,304.4%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.1% | +1.5% | +1.2% |
| 7D | -2.3% | -4.2% | +1.9% | +1.6% |
| 30D | +9.5% | -5.8% | +15.3% | +15.7% |
| 3M | +18.1% | -5.2% | +23.4% | +24.1% |
| 6M | +28.9% | +0.1% | +28.8% | +28.1% |
| YTD | +20.4% | +8.2% | +12.2% | +11.4% |
| 1Y | +16.6% | +10.1% | +6.5% | +6.1% |
| 3Y | +62.7% | +69.7% | -7.0% | +0.8% |
| 5Y | +10.6% | +53.4% | -42.8% | -24.1% |
| 10Y | +299.3% | +219.2% | +80.1% | +47.2% |
| All | +1,649.4% | +345.0% | +1,304.4% | +373.6% |
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 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