+1,138.2%
VCTR vs VT
+144.1%
+994.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +5.8% | +5.8% |
| 7D | +7.8% | -2.3% | +10.1% | +11.0% |
| 30D | +6.6% | -5.0% | +11.6% | +13.5% |
| 3M | +12.2% | -4.9% | +17.0% | +19.2% |
| 6M | +46.4% | -1.5% | +47.9% | +48.8% |
| YTD | +92.3% | +8.5% | +83.8% | +74.1% |
| 1Y | +98.2% | +11.4% | +86.9% | +73.8% |
| 3Y | +307.8% | +70.1% | +237.7% | +121.7% |
| 5Y | +229.2% | +53.7% | +175.4% | +102.6% |
| All | +1,138.2% | +144.1% | +994.1% | +376.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling