+196.9%
OR vs VT
+60.6%
+136.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.7% | +5.5% | +5.9% |
| 7D | +1.5% | -0.3% | +1.8% | +1.8% |
| 30D | +0.1% | -1.4% | +1.6% | +1.4% |
| 3M | +12.4% | -1.4% | +13.8% | +14.0% |
| 6M | -4.0% | +5.5% | -9.5% | -7.0% |
| YTD | -2.0% | +12.8% | -14.8% | -8.8% |
| 1Y | +12.5% | +15.4% | -2.9% | +3.2% |
| 3Y | +175.8% | +76.9% | +98.9% | +90.1% |
| 5Y | +196.9% | +60.4% | +136.5% | +104.2% |
| All | +196.9% | +60.6% | +136.3% | +104.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling