-99.9%
VELO vs VT
+84.0%
-183.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.7% | -6.1% | -8.0% |
| 7D | -19.2% | -0.3% | -18.9% | -18.8% |
| 30D | -41.0% | -1.4% | -39.6% | -38.8% |
| 3M | -58.8% | -1.4% | -57.4% | -56.9% |
| 6M | -56.1% | +5.5% | -61.6% | -57.7% |
| YTD | -58.9% | +12.8% | -71.7% | -65.1% |
| 1Y | +31.9% | +15.4% | +16.5% | +9.5% |
| 3Y | -99.2% | +76.9% | -176.1% | -99.7% |
| 5Y | -99.9% | +60.4% | -160.3% | -100.0% |
| All | -99.9% | +84.0% | -183.9% | -100.0% |
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