+1,067.2%
VCTR vs VT
+143.5%
+923.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -4.1% | -2.4% | -1.6% |
| 7D | -1.2% | -4.2% | +2.9% | +4.1% |
| 30D | -1.3% | -5.8% | +4.5% | +6.2% |
| 3M | +12.9% | -5.2% | +18.2% | +20.6% |
| 6M | +39.7% | +0.1% | +39.6% | +39.2% |
| YTD | +81.3% | +8.2% | +73.0% | +64.5% |
| 1Y | +84.5% | +10.1% | +74.3% | +63.9% |
| 3Y | +273.8% | +69.7% | +204.1% | +103.8% |
| 5Y | +210.3% | +53.4% | +156.9% | +91.5% |
| All | +1,067.2% | +143.5% | +923.7% | +350.2% |
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 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