+42.5%
VG vs IT
-18.2%
+60.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +1.7% |
| 7D | -7.7% | -7.5% | -0.2% | -7.8% |
| 30D | -8.8% | -1.2% | -7.6% | -9.1% |
| 3M | -15.6% | -2.2% | -13.4% | -15.8% |
| 6M | +5.2% | +19.1% | -13.9% | +4.9% |
| YTD | +76.9% | -25.1% | +102.0% | +64.6% |
| 1Y | +42.5% | -17.4% | +59.9% | +31.9% |
| All | +42.5% | -18.2% | +60.7% | +31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 1y: compounded portfolio wealth divided by compounded IT 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…
1y analysis · Full analysis span regression · 6 months rolling