+18.7%
PROF vs VT
+13.3%
+5.4%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.8% | +3.8% |
| 7D | +23.8% | -1.6% | +25.4% | +26.0% |
| 30D | +19.7% | -2.5% | +22.2% | +23.2% |
| 3M | -15.2% | -1.3% | -13.9% | -14.3% |
| 6M | +1.9% | +3.1% | -1.2% | -5.1% |
| YTD | -11.2% | +10.9% | -22.1% | -25.8% |
| All | +18.7% | +13.3% | +5.4% | -5.5% |
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