-14.9%
VIA vs VT
+16.2%
-31.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.1% |
| 7D | +11.6% | +2.9% | +8.7% | +8.9% |
| 30D | +31.1% | -2.5% | +33.7% | +33.6% |
| 3M | +68.1% | -3.3% | +71.4% | +72.3% |
| 6M | +198.2% | +1.5% | +196.7% | +192.9% |
| YTD | +45.2% | +11.4% | +33.8% | +28.8% |
| 1Y | -16.6% | +11.9% | -28.5% | -25.0% |
| All | -14.9% | +16.2% | -31.1% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling