+171.0%
TRAK vs VT
+374.2%
-203.2%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -4.6% | +0.4% | -5.0% | -4.8% |
| 30D | -8.0% | +1.0% | -9.0% | -8.4% |
| 3M | -21.3% | +2.4% | -23.7% | -22.3% |
| 6M | -8.7% | +12.0% | -20.7% | -13.5% |
| YTD | -35.7% | +15.3% | -51.0% | -39.9% |
| 1Y | -52.5% | +22.6% | -75.1% | -56.8% |
| 3Y | -7.1% | +74.7% | -81.8% | -26.9% |
| 5Y | +50.6% | +66.1% | -15.6% | +20.4% |
| 10Y | -17.8% | +225.0% | -242.8% | -45.9% |
| All | +171.0% | +374.2% | -203.2% | +170.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling