+1,301.6%
MTD vs VT
+374.2%
+927.4%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -3.8% | +0.4% | -4.3% | -4.2% |
| 30D | -5.4% | +1.0% | -6.3% | -6.2% |
| 3M | +14.0% | +2.4% | +11.6% | +11.2% |
| 6M | +4.6% | +12.0% | -7.4% | -6.2% |
| YTD | -3.5% | +15.3% | -18.8% | -15.8% |
| 1Y | +4.5% | +22.6% | -18.1% | -13.9% |
| 3Y | +10.0% | +74.7% | -64.6% | -33.6% |
| 5Y | -14.6% | +66.1% | -80.7% | -45.4% |
| 10Y | +235.0% | +225.0% | +10.0% | +21.0% |
| All | +1,301.6% | +374.2% | +927.4% | +258.0% |
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