-57.4%
TASK vs VT
+68.7%
-126.1%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.7% | +2.0% | +0.7% |
| 7D | +5.6% | -0.3% | +5.9% | +6.1% |
| 30D | +6.8% | -1.4% | +8.2% | +9.3% |
| 3M | +32.0% | -1.4% | +33.3% | +35.2% |
| 6M | +34.6% | +5.5% | +29.2% | +21.4% |
| YTD | +12.3% | +12.8% | -0.5% | -10.9% |
| 1Y | +4.8% | +15.4% | -10.6% | -20.5% |
| 3Y | +31.0% | +76.9% | -45.9% | -61.7% |
| 5Y | -77.6% | +60.4% | -138.0% | -90.1% |
| All | -57.4% | +68.7% | -126.1% | -83.3% |
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