-7.2%
VEL vs VT
+10.7%
-17.9%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.1% | +8.3% | +5.3% |
| 7D | +9.4% | -4.2% | +13.6% | +10.6% |
| 30D | +17.4% | -5.8% | +23.1% | +19.3% |
| 3M | -1.2% | -5.2% | +4.0% | +0.2% |
| 6M | -9.7% | +0.1% | -9.9% | -10.2% |
| YTD | -15.9% | +8.2% | -24.2% | -17.4% |
| 1Y | -7.2% | +10.1% | -17.4% | -9.1% |
| All | -7.2% | +10.7% | -17.9% | -9.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling