+69.5%
VG vs IT
-15.3%
+84.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.2% | +3.3% | +5.5% |
| 7D | +5.5% | -6.8% | +12.3% | +5.4% |
| 30D | -3.6% | -0.6% | -3.0% | -3.9% |
| 3M | -4.0% | +3.1% | -7.0% | -4.3% |
| 6M | +9.4% | +25.5% | -16.1% | +8.9% |
| YTD | +86.6% | -23.5% | +110.1% | +78.0% |
| 1Y | +69.5% | -16.6% | +86.1% | +59.0% |
| All | +69.5% | -15.3% | +84.8% | +59.0% |
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