-6.2%
REAL vs VT
+53.4%
-59.6%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.7% |
| 7D | +7.6% | -2.3% | +9.9% | +14.7% |
| 30D | +36.9% | -5.0% | +41.9% | +57.7% |
| 3M | +0.8% | -4.9% | +5.7% | +15.4% |
| 6M | -1.0% | -1.5% | +0.5% | +1.6% |
| YTD | -18.4% | +8.5% | -26.9% | -36.7% |
| 1Y | +18.9% | +11.4% | +7.6% | -14.9% |
| 3Y | +709.4% | +70.1% | +639.4% | +51.4% |
| All | -6.2% | +53.4% | -59.6% | -69.3% |
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 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