+51.4%
PANL vs VT
+11.9%
+39.5%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.6% | +7.6% | +7.5% |
| 7D | +28.4% | +2.9% | +25.5% | +25.4% |
| 30D | +11.6% | -2.5% | +14.1% | +13.7% |
| 3M | +31.6% | -3.3% | +34.9% | +35.0% |
| 6M | +11.6% | +1.5% | +10.1% | +9.2% |
| YTD | +40.9% | +11.4% | +29.5% | +27.3% |
| 1Y | +51.4% | +11.9% | +39.5% | +36.6% |
| All | +51.4% | +11.9% | +39.5% | +36.6% |
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