+7.6%
PETZ vs VT
+75.0%
-67.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | 0.0% | -6.6% | -6.6% |
| 7D | +19.3% | +0.4% | +18.9% | +18.9% |
| 30D | +18.3% | +1.0% | +17.4% | +17.7% |
| 3M | +20.3% | +2.4% | +18.0% | +18.6% |
| 6M | +21.5% | +12.0% | +9.5% | +13.5% |
| YTD | +56.0% | +15.3% | +40.7% | +43.3% |
| 1Y | +38.1% | +22.6% | +15.5% | +21.9% |
| All | +7.6% | +75.0% | -67.4% | -37.6% |
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 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