+307.8%
VCTR vs VT
+69.7%
+238.0%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +5.8% | +5.8% |
| 7D | +7.8% | -2.3% | +10.1% | +11.4% |
| 30D | +6.6% | -5.0% | +11.6% | +14.3% |
| 3M | +12.2% | -4.9% | +17.0% | +20.0% |
| 6M | +46.4% | -1.5% | +47.9% | +48.9% |
| YTD | +92.3% | +8.5% | +83.8% | +70.3% |
| 1Y | +98.2% | +11.4% | +86.9% | +68.6% |
| 3Y | +307.8% | +70.1% | +237.7% | +89.1% |
| All | +307.8% | +69.7% | +238.0% | +89.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling