+176.3%
TER vs VG
-39.3%
+215.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.4% | +5.9% | +5.5% |
| 7D | +0.6% | +1.7% | -1.1% | +0.5% |
| 30D | -8.3% | +16.0% | -24.3% | -9.3% |
| 3M | -12.2% | +9.7% | -21.9% | -13.0% |
| 6M | +17.1% | +29.6% | -12.5% | +9.4% |
| YTD | +84.7% | +112.0% | -27.3% | +55.6% |
| 1Y | +199.9% | +12.8% | +187.1% | +183.6% |
| All | +176.3% | -39.3% | +215.7% | +171.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling