+300.6%
SVM vs VT
+69.7%
+230.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.2% | +6.5% | +6.3% |
| 7D | +11.8% | -2.3% | +14.1% | +16.6% |
| 30D | -11.4% | -5.0% | -6.4% | -2.7% |
| 3M | -17.5% | -4.9% | -12.6% | -9.1% |
| 6M | -31.5% | -1.5% | -30.0% | -27.6% |
| YTD | +6.8% | +8.5% | -1.7% | -0.7% |
| 1Y | +44.4% | +11.4% | +33.0% | +29.9% |
| 3Y | +300.6% | +70.1% | +230.5% | +79.2% |
| All | +300.6% | +69.7% | +230.8% | +79.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling