+24.3%
REG vs VT
+57.9%
-33.6%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.6% | -0.6% |
| 7D | +1.2% | -1.6% | +2.8% | +2.4% |
| 30D | +5.0% | -2.5% | +7.5% | +6.8% |
| 3M | -5.4% | -1.3% | -4.1% | -4.8% |
| 6M | -2.5% | +3.1% | -5.6% | -5.6% |
| YTD | +12.1% | +10.9% | +1.2% | +2.0% |
| 1Y | +13.6% | +12.1% | +1.5% | +2.4% |
| 3Y | +35.2% | +73.9% | -38.7% | -19.7% |
| All | +24.3% | +57.9% | -33.6% | -17.6% |
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 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