+346.9%
VCTR vs VT
+74.4%
+272.5%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | +0.3% |
| 7D | +9.2% | -0.1% | +9.3% | +9.7% |
| 30D | +12.4% | -3.1% | +15.5% | +17.4% |
| 3M | +13.9% | -3.5% | +17.4% | +19.7% |
| 6M | +49.6% | +0.5% | +49.1% | +48.3% |
| YTD | +103.8% | +10.8% | +93.0% | +75.7% |
| 1Y | +111.6% | +11.9% | +99.7% | +79.6% |
| 3Y | +346.9% | +73.0% | +273.9% | +107.5% |
| All | +346.9% | +74.4% | +272.5% | +107.5% |
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