+11,487.7%
USD vs VT
+356.5%
+11,131.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.3% | -6.5% | -6.1% |
| 7D | +2.0% | +2.4% | -0.4% | -3.1% |
| 30D | -35.1% | -1.5% | -33.6% | -30.7% |
| 3M | -42.3% | -4.1% | -38.2% | -33.8% |
| 6M | -44.8% | +0.6% | -45.3% | -40.2% |
| YTD | +5.0% | +11.0% | -6.1% | -6.6% |
| 1Y | +5.9% | +13.3% | -7.4% | -9.3% |
| 3Y | +408.9% | +73.4% | +335.5% | +115.2% |
| 5Y | +334.2% | +57.4% | +276.8% | +194.0% |
| 10Y | +4,456.7% | +221.7% | +4,235.0% | +1,088.8% |
| All | +11,487.7% | +356.5% | +11,131.2% | +2,139.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling