+199.9%
R vs VT
+76.6%
+123.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | -1.5% |
| 7D | +2.7% | -0.3% | +3.0% | +3.0% |
| 30D | +20.0% | -1.4% | +21.4% | +21.7% |
| 3M | +5.8% | -1.4% | +7.1% | +7.2% |
| 6M | +22.5% | +5.5% | +17.0% | +13.9% |
| YTD | +49.8% | +12.8% | +36.9% | +28.3% |
| 1Y | +72.2% | +15.4% | +56.8% | +43.5% |
| All | +199.9% | +76.6% | +123.3% | +50.6% |
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