-99.7%
VEEE vs VT
+63.3%
-163.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.2% | +1.3% |
| 7D | -10.8% | -2.3% | -8.5% | -8.8% |
| 30D | -20.1% | -5.0% | -15.1% | -16.4% |
| 3M | -10.0% | -4.9% | -5.1% | -5.4% |
| 6M | +37.6% | -1.5% | +39.1% | +38.3% |
| YTD | -87.2% | +8.5% | -95.6% | -88.7% |
| 1Y | -89.1% | +11.4% | -100.5% | -90.8% |
| 3Y | -98.4% | +70.1% | -168.5% | -99.2% |
| 5Y | -99.4% | +53.7% | -153.2% | -99.6% |
| All | -99.7% | +63.3% | -163.0% | -99.8% |
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