-11.8%
VET vs VT
+75.6%
-87.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.1% | +1.8% | +1.9% |
| 7D | -1.0% | -0.7% | -0.3% | -0.5% |
| 30D | -10.7% | -1.7% | -9.0% | -9.7% |
| 3M | -5.6% | -2.3% | -3.3% | -4.3% |
| 6M | -11.7% | +1.5% | -13.2% | -14.7% |
| YTD | +30.7% | +12.0% | +18.7% | +9.2% |
| 1Y | +20.1% | +12.9% | +7.2% | -1.0% |
| All | -11.8% | +75.6% | -87.4% | -65.8% |
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