-17.0%
VC vs VT
+23.3%
-40.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +1.0% | +0.4% | +0.5% | +0.5% |
| 30D | -1.3% | +1.0% | -2.2% | -2.3% |
| 3M | -15.4% | +2.4% | -17.8% | -17.4% |
| 6M | +11.9% | +12.0% | -0.1% | -0.8% |
| YTD | +9.1% | +15.3% | -6.2% | -6.0% |
| 1Y | -17.0% | +22.6% | -39.6% | -36.0% |
| All | -17.0% | +23.3% | -40.4% | -36.0% |
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