-13.5%
VIA vs VT
+16.9%
-30.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.1% | -5.3% | -5.1% |
| 7D | +9.2% | -0.7% | +9.9% | +9.6% |
| 30D | +31.8% | -1.7% | +33.6% | +33.3% |
| 3M | +72.2% | -2.3% | +74.5% | +74.9% |
| 6M | +152.9% | +1.5% | +151.3% | +148.8% |
| YTD | +47.6% | +12.0% | +35.5% | +30.3% |
| 1Y | -12.5% | +12.9% | -25.4% | -21.9% |
| All | -13.5% | +16.9% | -30.4% | -23.6% |
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