+401.6%
USD vs VT
+74.4%
+327.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.2% | -1.6% |
| 7D | -21.0% | -0.1% | -20.9% | -19.1% |
| 30D | -42.4% | -3.1% | -39.3% | -31.9% |
| 3M | -38.6% | -3.5% | -35.1% | -25.4% |
| 6M | -42.5% | +0.5% | -42.9% | -36.6% |
| YTD | +4.5% | +10.8% | -6.3% | -20.5% |
| 1Y | -5.5% | +11.9% | -17.4% | -30.2% |
| 3Y | +401.6% | +73.0% | +328.7% | -7.0% |
| All | +401.6% | +74.4% | +327.2% | -7.0% |
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