-24.6%
PACK vs VT
+75.0%
-99.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | -7.3% | +0.4% | -7.8% | -8.2% |
| 30D | -17.5% | +1.0% | -18.4% | -19.2% |
| 3M | -34.0% | +2.4% | -36.4% | -37.5% |
| 6M | -14.2% | +12.0% | -26.2% | -32.1% |
| YTD | -16.1% | +15.3% | -31.4% | -37.3% |
| 1Y | -8.3% | +22.6% | -30.9% | -39.1% |
| All | -24.6% | +75.0% | -99.6% | -75.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling