-48.3%
VCYT vs VT
+57.4%
-105.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.6% | +4.7% | +1.6% |
| 7D | -47.1% | +0.4% | -47.5% | -42.5% |
| 30D | -42.7% | -2.6% | -40.1% | -33.7% |
| 3M | -45.1% | -3.2% | -41.9% | -35.7% |
| 6M | -35.9% | +0.9% | -36.8% | -31.8% |
| YTD | -38.4% | +11.3% | -49.7% | -46.5% |
| 1Y | -37.8% | +14.0% | -51.8% | -48.7% |
| 3Y | +20.7% | +75.8% | -55.1% | -62.7% |
| 5Y | -48.3% | +57.8% | -106.1% | -75.1% |
| All | -48.3% | +57.4% | -105.6% | -75.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling