+765.5%
USD vs VT
+76.6%
+688.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +3.1% |
| 7D | +9.7% | +1.0% | +8.7% | +5.1% |
| 30D | -4.2% | -0.2% | -4.0% | -2.9% |
| 3M | -5.7% | +4.5% | -10.2% | -17.1% |
| 6M | +78.6% | +14.1% | +64.6% | +15.2% |
| YTD | +71.3% | +14.8% | +56.5% | +8.8% |
| 1Y | +109.9% | +21.2% | +88.7% | +9.9% |
| 3Y | +765.5% | +76.6% | +688.9% | +50.0% |
| All | +765.5% | +76.6% | +688.9% | +50.0% |
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