-49.4%
VG vs A
+18.6%
-67.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.3% | +3.0% | +1.9% |
| 7D | -7.7% | +1.4% | -9.1% | -7.9% |
| 30D | -8.8% | +4.3% | -13.1% | -9.4% |
| 3M | -15.6% | +19.8% | -35.4% | -18.4% |
| 6M | +5.2% | +54.4% | -49.2% | -5.2% |
| YTD | +76.9% | +31.7% | +45.2% | +70.2% |
| 1Y | +42.5% | +22.4% | +20.1% | +44.4% |
| All | -49.4% | +18.6% | -67.9% | -55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling