+18.2%
TER vs VG
+48.6%
-30.5%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.6% |
| 7D | -20.5% | -22.0% | +1.6% | -21.8% |
| 30D | -47.0% | -11.6% | -35.4% | -47.3% |
| 3M | -43.3% | -14.9% | -28.4% | -43.6% |
| 6M | -42.9% | -3.5% | -39.4% | -42.0% |
| YTD | +12.9% | +70.0% | -57.1% | -1.1% |
| 1Y | +18.2% | +50.0% | -31.8% | +7.1% |
| All | +18.2% | +48.6% | -30.5% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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