-13.4%
VIA vs VT
+12.5%
-25.9%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.5% | +5.4% | +5.4% |
| 7D | +22.5% | -0.1% | +22.6% | +22.7% |
| 30D | +37.9% | -3.1% | +41.0% | +41.1% |
| 3M | +91.5% | -3.5% | +95.0% | +96.6% |
| 6M | +157.9% | +0.5% | +157.5% | +156.2% |
| YTD | +53.9% | +10.8% | +43.1% | +35.1% |
| 1Y | -13.4% | +11.9% | -25.3% | -25.5% |
| All | -13.4% | +12.5% | -25.9% | -25.5% |
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 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