+1.5%
TOPW vs VT
+23.3%
-21.9%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +0.2% | +0.4% | -0.2% | -0.5% |
| 30D | -0.8% | +1.0% | -1.8% | -2.2% |
| 3M | -2.8% | +2.4% | -5.2% | -5.9% |
| 6M | +10.1% | +12.0% | -1.9% | -7.0% |
| YTD | +4.0% | +15.3% | -11.3% | -17.7% |
| 1Y | +1.5% | +22.6% | -21.1% | -27.0% |
| All | +1.5% | +23.3% | -21.9% | -27.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling