-68.9%
PACK vs VT
+141.4%
-210.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.4% | -5.4% |
| 7D | -24.9% | -1.6% | -23.3% | -23.3% |
| 30D | -27.1% | -2.5% | -24.6% | -24.7% |
| 3M | -45.0% | -1.3% | -43.7% | -43.9% |
| 6M | -46.9% | +3.1% | -50.0% | -48.6% |
| YTD | -44.9% | +10.9% | -55.9% | -50.4% |
| 1Y | -41.8% | +12.1% | -53.9% | -48.1% |
| 3Y | +2.1% | +73.9% | -71.8% | -41.6% |
| 5Y | -91.8% | +58.0% | -149.8% | -94.7% |
| All | -68.9% | +141.4% | -210.3% | -84.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling