+165.7%
SVM vs VT
+23.4%
+142.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.0% | +1.6% | -0.2% |
| 7D | -2.6% | +0.1% | -2.7% | -2.7% |
| 30D | +28.4% | +0.8% | +27.6% | +25.9% |
| 3M | +7.0% | +2.8% | +4.3% | +1.2% |
| 6M | +6.4% | +13.0% | -6.5% | -17.5% |
| YTD | +57.4% | +15.4% | +42.0% | +18.0% |
| All | +165.7% | +23.4% | +142.3% | +60.9% |
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