-30.8%
PACK vs VT
+12.0%
-42.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.1% |
| 7D | +18.5% | -0.1% | +18.6% | +18.1% |
| 30D | -4.9% | -3.1% | -1.8% | +2.0% |
| 3M | -32.1% | -3.5% | -28.6% | -26.4% |
| 6M | -45.8% | +0.5% | -46.2% | -47.1% |
| YTD | -34.8% | +10.8% | -45.5% | -49.4% |
| All | -30.8% | +12.0% | -42.8% | -47.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling