+7,518.2%
USD vs VT
+226.9%
+7,291.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.9% | -4.4% | -2.5% |
| 7D | -0.3% | -2.0% | +1.7% | +6.4% |
| 30D | -4.9% | -1.4% | -3.5% | +0.1% |
| 3M | -2.0% | +4.7% | -6.7% | -11.5% |
| 6M | +55.5% | +11.4% | +44.1% | +20.3% |
| YTD | +62.1% | +13.1% | +49.1% | +21.3% |
| 1Y | +81.9% | +19.0% | +62.9% | +18.9% |
| 3Y | +719.3% | +73.9% | +645.3% | +119.8% |
| 5Y | +812.6% | +65.4% | +747.2% | +279.7% |
| All | +7,518.2% | +226.9% | +7,291.4% | +785.9% |
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