+4,534.1%
USD vs VT
+221.8%
+4,312.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.3% | -6.5% | -5.9% |
| 7D | +2.0% | +2.4% | -0.4% | -5.1% |
| 30D | -35.1% | -1.5% | -33.6% | -29.4% |
| 3M | -42.3% | -4.1% | -38.2% | -30.8% |
| 6M | -44.8% | +0.6% | -45.3% | -39.5% |
| YTD | +5.0% | +11.0% | -6.1% | -13.3% |
| 1Y | +5.9% | +13.3% | -7.4% | -17.2% |
| 3Y | +408.9% | +73.4% | +335.5% | +42.1% |
| 5Y | +334.2% | +57.4% | +276.8% | +114.7% |
| All | +4,534.1% | +221.8% | +4,312.3% | +406.5% |
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 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