+25.3%
PRE vs VT
+15.2%
+10.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -3.6% |
| 7D | -13.4% | -0.3% | -13.1% | -12.9% |
| 30D | -23.5% | -1.4% | -22.0% | -21.7% |
| 3M | -13.6% | -1.4% | -12.2% | -11.7% |
| 6M | -2.8% | +5.5% | -8.3% | -9.1% |
| YTD | +1.8% | +12.8% | -11.0% | -11.0% |
| 1Y | +25.3% | +15.4% | +9.8% | +6.3% |
| All | +25.3% | +15.2% | +10.1% | +6.3% |
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 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