+50.4%
TER vs VT
+53.2%
-2.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.2% | -4.1% | -11.2% | -6.5% |
| 7D | -28.2% | -4.2% | -24.0% | -20.8% |
| 30D | -50.6% | -5.8% | -44.8% | -43.1% |
| 3M | -45.3% | -5.2% | -40.1% | -37.7% |
| 6M | -40.4% | +0.1% | -40.5% | -37.1% |
| YTD | +10.0% | +8.2% | +1.8% | +2.2% |
| 1Y | +13.6% | +10.1% | +3.5% | +2.7% |
| 3Y | +145.2% | +69.7% | +75.6% | +7.0% |
| 5Y | +50.4% | +53.4% | -3.0% | -16.3% |
| All | +50.4% | +53.2% | -2.8% | -16.3% |
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 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