-91.0%
PACK vs VT
+60.6%
-151.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +1.7% | +11.0% | +9.2% |
| 7D | -11.1% | -0.3% | -10.8% | -10.1% |
| 30D | -15.2% | -1.4% | -13.7% | -12.3% |
| 3M | -40.3% | -1.4% | -38.9% | -38.3% |
| 6M | -43.1% | +5.5% | -48.6% | -48.7% |
| YTD | -37.9% | +12.8% | -50.7% | -49.8% |
| 1Y | -36.4% | +15.4% | -51.8% | -50.7% |
| 3Y | +15.1% | +76.9% | -61.8% | -58.4% |
| 5Y | -91.0% | +60.4% | -151.4% | -95.3% |
| All | -91.0% | +60.6% | -151.6% | -95.3% |
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