-99.8%
VELO vs VT
+66.2%
-166.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -2.2% | +0.4% | -2.6% | -3.1% |
| 30D | -8.8% | +1.0% | -9.8% | -10.2% |
| 3M | -38.3% | +2.4% | -40.7% | -38.9% |
| 6M | -5.3% | +12.0% | -17.3% | -20.6% |
| YTD | -15.5% | +15.3% | -30.8% | -33.0% |
| 1Y | +218.1% | +22.6% | +195.5% | +132.5% |
| 3Y | -98.6% | +74.7% | -173.3% | -99.6% |
| All | -99.8% | +66.2% | -166.0% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling