+15.9%
REAL vs VT
+23.4%
-7.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -2.7% |
| 7D | -8.1% | +0.1% | -8.2% | -8.4% |
| 30D | -20.9% | +0.8% | -21.7% | -22.6% |
| 3M | +10.3% | +2.8% | +7.5% | +3.0% |
| 6M | -13.5% | +13.0% | -26.5% | -37.6% |
| YTD | -36.2% | +15.4% | -51.6% | -56.1% |
| All | +15.9% | +23.4% | -7.5% | -33.8% |
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 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