+11,439.2%
USD vs VT
+355.4%
+11,083.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.2% | -2.5% |
| 7D | -21.0% | -0.1% | -20.9% | -19.4% |
| 30D | -42.4% | -3.1% | -39.3% | -36.2% |
| 3M | -38.6% | -3.5% | -35.1% | -30.7% |
| 6M | -42.5% | +0.5% | -42.9% | -37.7% |
| YTD | +4.5% | +10.8% | -6.3% | -6.7% |
| 1Y | -5.5% | +11.9% | -17.4% | -16.7% |
| 3Y | +401.6% | +73.0% | +328.7% | +112.7% |
| 5Y | +359.1% | +58.6% | +300.5% | +205.7% |
| 10Y | +4,729.6% | +219.2% | +4,510.4% | +1,175.3% |
| All | +11,439.2% | +355.4% | +11,083.7% | +2,137.1% |
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