+22.1%
SMA vs VT
+12.5%
+9.7%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.4% |
| 7D | +5.4% | -0.1% | +5.5% | +5.3% |
| 30D | +18.1% | -3.1% | +21.2% | +19.8% |
| 3M | +15.0% | -3.5% | +18.5% | +17.0% |
| 6M | +21.6% | +0.5% | +21.1% | +20.2% |
| YTD | +30.1% | +10.8% | +19.3% | +17.2% |
| 1Y | +22.1% | +11.9% | +10.2% | +9.4% |
| All | +22.1% | +12.5% | +9.7% | +9.4% |
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