+589.4%
SE vs VT
+169.6%
+419.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -6.1% | +0.4% | -6.5% | -6.8% |
| 30D | -2.5% | +1.0% | -3.4% | -3.9% |
| 3M | +21.7% | +2.4% | +19.3% | +16.8% |
| 6M | +27.0% | +12.0% | +15.0% | +5.0% |
| YTD | -12.1% | +15.3% | -27.5% | -30.5% |
| 1Y | -40.9% | +22.6% | -63.5% | -57.7% |
| 3Y | +191.0% | +74.7% | +116.3% | +17.3% |
| 5Y | -68.3% | +66.1% | -134.4% | -84.7% |
| All | +589.4% | +169.6% | +419.8% | +82.2% |
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