+36.7%
VECO vs VT
+53.4%
-16.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +0.2% | +11.6% | +11.5% |
| 7D | -4.3% | -2.3% | -2.0% | -0.4% |
| 30D | -30.5% | -5.0% | -25.6% | -23.7% |
| 3M | -27.9% | -4.9% | -23.1% | -20.7% |
| 6M | -40.0% | -1.5% | -38.5% | -36.5% |
| YTD | +30.1% | +8.5% | +21.6% | +19.3% |
| 1Y | +27.6% | +11.4% | +16.2% | +12.7% |
| 3Y | +49.6% | +70.1% | -20.5% | -25.3% |
| All | +36.7% | +53.4% | -16.7% | -17.9% |
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