+23.2%
VELO vs VT
+10.5%
+12.7%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +0.2% | +15.1% | +14.4% |
| 7D | -14.9% | -2.3% | -12.6% | -6.4% |
| 30D | -38.7% | -5.0% | -33.7% | -23.8% |
| 3M | -57.8% | -4.9% | -52.9% | -47.0% |
| 6M | -58.9% | -1.5% | -57.4% | -51.3% |
| YTD | -59.4% | +8.5% | -67.9% | -67.7% |
| 1Y | +23.2% | +11.4% | +11.8% | -9.5% |
| All | +23.2% | +10.5% | +12.7% | -9.5% |
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