+48.3%
PY vs VT
+53.2%
-4.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.1% | +1.6% | +0.8% |
| 7D | -1.3% | -4.2% | +2.9% | +2.1% |
| 30D | +3.4% | -5.8% | +9.2% | +8.4% |
| 3M | +1.7% | -5.2% | +7.0% | +6.1% |
| 6M | +9.1% | +0.1% | +9.0% | +8.3% |
| YTD | +12.5% | +8.2% | +4.3% | +4.2% |
| 1Y | +15.4% | +10.1% | +5.3% | +5.2% |
| 3Y | +56.7% | +69.7% | -13.0% | -1.8% |
| 5Y | +48.3% | +53.4% | -5.0% | +0.8% |
| All | +48.3% | +53.2% | -4.9% | +0.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling