+50.0%
VG vs IT
-20.0%
+70.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.0% | +4.1% | 0.0% |
| 7D | -22.0% | -16.9% | -5.1% | -22.3% |
| 30D | -11.6% | +2.3% | -14.0% | -12.0% |
| 3M | -14.9% | +2.9% | -17.7% | -15.1% |
| 6M | -3.5% | +25.9% | -29.4% | -3.9% |
| YTD | +70.0% | -24.6% | +94.6% | +58.8% |
| 1Y | +50.0% | -16.0% | +66.0% | +39.6% |
| All | +50.0% | -20.0% | +70.0% | +39.6% |
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