+616.8%
REAL vs VT
+74.4%
+542.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.8% |
| 7D | +17.4% | -0.1% | +17.5% | +18.1% |
| 30D | +52.9% | -3.1% | +56.0% | +64.4% |
| 3M | +25.2% | -3.5% | +28.7% | +35.8% |
| 6M | +45.3% | +0.5% | +44.9% | +43.8% |
| YTD | -5.5% | +10.8% | -16.3% | -25.0% |
| 1Y | +33.0% | +11.9% | +21.1% | +3.1% |
| 3Y | +616.8% | +73.0% | +543.9% | +66.3% |
| All | +616.8% | +74.4% | +542.4% | +66.3% |
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