+329.2%
P vs VT
+57.9%
+271.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.3% |
| 7D | -15.2% | -1.6% | -13.6% | -12.7% |
| 30D | -16.0% | -2.5% | -13.6% | -11.8% |
| 3M | +46.8% | -1.3% | +48.1% | +51.8% |
| 6M | +64.3% | +3.1% | +61.2% | +59.8% |
| YTD | +75.6% | +10.9% | +64.6% | +52.9% |
| 1Y | +19.3% | +12.1% | +7.3% | +2.5% |
| 3Y | +236.5% | +73.9% | +162.6% | +60.8% |
| All | +329.2% | +57.9% | +271.3% | +158.5% |
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