-51.4%
VG vs A
+14.5%
-65.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.0% | -1.0% | -3.5% |
| 7D | -22.0% | -5.2% | -16.8% | -21.3% |
| 30D | -14.7% | +1.4% | -16.2% | -14.9% |
| 3M | -7.1% | +21.9% | -29.0% | -10.7% |
| 6M | -11.2% | +46.7% | -57.8% | -19.1% |
| YTD | +69.8% | +27.2% | +42.6% | +64.3% |
| 1Y | +49.9% | +17.9% | +31.9% | +53.0% |
| All | -51.4% | +14.5% | -65.9% | -57.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling