+102.8%
VCTR vs VT
+11.9%
+90.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +0.9% | +1.0% |
| 7D | +5.0% | +2.4% | +2.7% | +2.6% |
| 30D | +18.0% | -1.5% | +19.6% | +20.0% |
| 3M | +6.5% | -4.1% | +10.6% | +10.9% |
| 6M | +45.4% | +0.6% | +44.9% | +44.9% |
| YTD | +102.0% | +11.0% | +91.0% | +81.6% |
| 1Y | +102.8% | +13.3% | +89.4% | +78.7% |
| All | +102.8% | +11.9% | +90.9% | +78.7% |
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