-25.9%
VIA vs VT
+10.5%
-36.3%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.3% | -0.2% |
| 7D | +3.4% | -2.3% | +5.7% | +5.4% |
| 30D | +23.7% | -5.0% | +28.7% | +28.6% |
| 3M | +75.0% | -4.9% | +79.8% | +81.7% |
| 6M | +117.7% | -1.5% | +119.2% | +119.6% |
| YTD | +30.0% | +8.5% | +21.5% | +15.9% |
| 1Y | -25.9% | +11.4% | -37.2% | -38.1% |
| All | -25.9% | +10.5% | -36.3% | -38.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling