+878.8%
USD vs VT
+65.7%
+813.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +2.3% |
| 7D | +6.4% | -0.1% | +6.6% | +6.8% |
| 30D | +0.6% | -0.7% | +1.2% | +3.5% |
| 3M | -4.4% | +4.0% | -8.4% | -13.3% |
| 6M | +67.1% | +12.3% | +54.8% | +18.2% |
| YTD | +71.0% | +14.0% | +57.0% | +15.8% |
| 1Y | +108.2% | +20.3% | +87.9% | +18.8% |
| 3Y | +764.3% | +75.4% | +688.8% | +67.3% |
| 5Y | +878.8% | +66.0% | +812.8% | +235.4% |
| All | +878.8% | +65.7% | +813.1% | +235.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling