+89.1%
U vs VT
+69.4%
+19.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.9% | -4.1% | +19.0% | +23.0% |
| 7D | +24.3% | -4.2% | +28.4% | +33.4% |
| 30D | +8.6% | -5.8% | +14.4% | +21.3% |
| 3M | +37.6% | -5.2% | +42.8% | +51.7% |
| 6M | +78.5% | +0.1% | +78.4% | +74.0% |
| YTD | +10.5% | +8.2% | +2.2% | -9.2% |
| 1Y | +15.2% | +10.1% | +5.1% | -8.6% |
| All | +89.1% | +69.4% | +19.7% | -48.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling