-51.4%
VG vs A
+16.5%
-67.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.2% |
| 7D | -22.0% | -0.1% | -22.0% | -22.0% |
| 30D | -11.6% | +3.4% | -15.0% | -12.1% |
| 3M | -14.9% | +23.8% | -38.7% | -18.4% |
| 6M | -3.5% | +49.0% | -52.5% | -12.3% |
| YTD | +70.0% | +29.4% | +40.6% | +64.0% |
| 1Y | +50.0% | +19.4% | +30.6% | +53.4% |
| All | -51.4% | +16.5% | -67.8% | -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