+132.9%
VAC vs VT
+10.5%
+122.4%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.8% | +2.8% |
| 7D | -4.4% | -2.3% | -2.1% | -1.9% |
| 30D | +7.1% | -5.0% | +12.1% | +13.2% |
| 3M | -10.8% | -4.9% | -5.9% | -5.7% |
| 6M | +43.7% | -1.5% | +45.2% | +45.5% |
| YTD | +97.2% | +8.5% | +88.7% | +76.0% |
| 1Y | +132.9% | +11.4% | +121.6% | +98.6% |
| All | +132.9% | +10.5% | +122.4% | +98.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling