+8.1%
SD vs VT
+10.7%
-2.6%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.1% | +4.0% | -2.1% |
| 7D | -13.1% | -4.2% | -9.0% | -14.8% |
| 30D | -8.3% | -5.8% | -2.5% | -10.8% |
| 3M | -3.5% | -5.2% | +1.7% | -5.8% |
| 6M | -15.9% | +0.1% | -16.0% | -14.7% |
| YTD | -9.2% | +8.2% | -17.5% | -3.2% |
| 1Y | +8.1% | +10.1% | -2.0% | +15.8% |
| All | +8.1% | +10.7% | -2.6% | +15.8% |
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