-54.7%
TRAK vs VT
+21.4%
-76.1%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.1% |
| 7D | -1.5% | +1.0% | -2.5% | -2.0% |
| 30D | -10.6% | -0.2% | -10.4% | -10.5% |
| 3M | -22.0% | +4.5% | -26.5% | -23.9% |
| 6M | -8.7% | +14.1% | -22.8% | -17.2% |
| YTD | -36.6% | +14.8% | -51.3% | -43.2% |
| 1Y | -54.7% | +21.2% | -75.9% | -63.5% |
| All | -54.7% | +21.4% | -76.1% | -63.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling