+23.1%
Q vs VT
+9.2%
+13.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.2% | +6.1% | +5.8% |
| 7D | +0.3% | -2.3% | +2.6% | +6.1% |
| 30D | -9.8% | -5.0% | -4.9% | +2.8% |
| 3M | -12.2% | -4.9% | -7.3% | -0.2% |
| 6M | -21.6% | -1.5% | -20.1% | -17.2% |
| YTD | +43.6% | +8.5% | +35.1% | +20.6% |
| 1Y | +25.7% | +11.4% | +14.3% | +0.1% |
| All | +23.1% | +9.2% | +13.9% | +1.9% |
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