+562.1%
ROKU vs VT
+176.5%
+385.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -1.3% | +0.4% | -1.8% | -2.0% |
| 30D | +5.9% | +1.0% | +4.9% | +4.1% |
| 3M | +23.9% | +2.4% | +21.5% | +18.5% |
| 6M | +59.6% | +12.0% | +47.6% | +32.0% |
| YTD | +43.4% | +15.3% | +28.1% | +13.5% |
| 1Y | +60.2% | +22.6% | +37.6% | +14.9% |
| 3Y | +90.4% | +74.7% | +15.7% | -17.6% |
| 5Y | -54.5% | +66.1% | -120.7% | -77.3% |
| All | +562.1% | +176.5% | +385.5% | +175.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling