+35.0%
ST vs VT
+15.2%
+19.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -3.0% | -4.4% |
| 7D | +0.6% | -0.3% | +0.9% | +1.1% |
| 30D | -4.7% | -1.4% | -3.3% | -2.0% |
| 3M | -15.3% | -1.4% | -13.9% | -12.8% |
| 6M | +0.5% | +5.5% | -5.0% | -7.9% |
| YTD | +24.6% | +12.8% | +11.8% | +1.6% |
| 1Y | +35.0% | +15.4% | +19.5% | +5.2% |
| All | +35.0% | +15.2% | +19.7% | +5.2% |
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 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