-99.8%
VEEE vs VT
+67.1%
-166.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +2.1% |
| 7D | -19.0% | +2.4% | -21.3% | -20.6% |
| 30D | -20.4% | -1.5% | -18.9% | -19.3% |
| 3M | -44.0% | -4.1% | -39.9% | -41.7% |
| 6M | -6.3% | +0.6% | -6.8% | -7.3% |
| YTD | -89.6% | +11.0% | -100.6% | -91.1% |
| 1Y | -90.1% | +13.3% | -103.5% | -91.7% |
| 3Y | -98.6% | +73.4% | -172.0% | -99.3% |
| 5Y | -99.5% | +57.4% | -157.0% | -99.7% |
| All | -99.8% | +67.1% | -166.9% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling