+33.3%
VEL vs VT
+76.6%
-43.3%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.7% | +4.6% | +5.3% |
| 7D | +7.6% | -0.3% | +7.9% | +7.8% |
| 30D | +14.5% | -1.4% | +15.9% | +15.4% |
| 3M | -6.0% | -1.4% | -4.6% | -5.3% |
| 6M | -12.4% | +5.5% | -17.9% | -15.2% |
| YTD | -19.3% | +12.8% | -32.1% | -24.9% |
| 1Y | -10.9% | +15.4% | -26.3% | -18.3% |
| All | +33.3% | +76.6% | -43.3% | -60.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling