+18,621.1%
USD vs VT
+374.2%
+18,246.9%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.3% | +4.3% |
| 7D | +7.2% | +0.4% | +6.8% | +6.1% |
| 30D | -2.0% | +1.0% | -3.0% | -3.8% |
| 3M | -16.6% | +2.4% | -19.0% | -17.0% |
| 6M | +67.0% | +12.0% | +55.0% | +38.6% |
| YTD | +69.6% | +15.3% | +54.2% | +33.1% |
| 1Y | +114.3% | +22.6% | +91.8% | +50.1% |
| 3Y | +684.0% | +74.7% | +609.3% | +216.0% |
| 5Y | +839.9% | +66.1% | +773.8% | +448.6% |
| 10Y | +7,576.1% | +225.0% | +7,351.1% | +1,763.1% |
| All | +18,621.1% | +374.2% | +18,246.9% | +3,092.2% |
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