-7.4%
TAGS vs VT
+57.5%
-65.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +0.9% |
| 7D | -0.2% | -0.1% | 0.0% | -0.2% |
| 30D | -8.3% | -3.1% | -5.3% | -8.2% |
| 3M | -1.4% | -3.5% | +2.1% | -1.3% |
| 6M | +0.3% | +0.5% | -0.1% | +0.3% |
| YTD | +9.6% | +10.8% | -1.2% | +9.2% |
| 1Y | +7.7% | +11.9% | -4.2% | +7.3% |
| 3Y | -18.7% | +73.0% | -91.7% | -20.1% |
| 5Y | -7.4% | +58.6% | -66.1% | -8.0% |
| All | -7.4% | +57.5% | -65.0% | -8.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling