+29.6%
VG vs A
+26.7%
+2.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.1% |
| 7D | +1.7% | -1.9% | +3.6% | +0.8% |
| 30D | +16.0% | +6.9% | +9.1% | +20.2% |
| 3M | +9.7% | +9.2% | +0.5% | +15.5% |
| 6M | +29.6% | +25.7% | +3.9% | +46.7% |
| All | +29.6% | +26.7% | +2.9% | +46.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling