+48.0%
VCTR vs VT
+1.5%
+46.5%
-14.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -1.7% |
| 7D | +4.6% | -0.7% | +5.3% | +5.2% |
| 30D | +13.3% | -1.7% | +15.1% | +14.9% |
| 3M | +11.1% | -2.3% | +13.4% | +13.2% |
| 6M | +48.0% | +1.5% | +46.5% | +48.2% |
| All | +48.0% | +1.5% | +46.5% | +48.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling