-61.0%
TASK vs VT
+72.5%
-133.4%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -5.7% | +0.4% | -6.2% | -6.4% |
| 30D | +25.2% | +1.0% | +24.2% | +23.1% |
| 3M | +32.9% | +2.4% | +30.6% | +26.6% |
| 6M | +7.9% | +12.0% | -4.1% | -12.7% |
| YTD | +2.9% | +15.3% | -12.4% | -21.4% |
| 1Y | -32.5% | +22.6% | -55.1% | -54.4% |
| 3Y | +20.6% | +74.7% | -54.0% | -63.1% |
| 5Y | -82.9% | +66.1% | -149.0% | -93.0% |
| All | -61.0% | +72.5% | -133.4% | -85.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling