-23.8%
VIA vs VT
+12.9%
-36.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.1% | +0.3% | -0.5% |
| 7D | +4.8% | -4.2% | +8.9% | +8.4% |
| 30D | +22.4% | -5.8% | +28.2% | +28.3% |
| 3M | +76.6% | -5.2% | +81.9% | +84.2% |
| 6M | +127.7% | +0.1% | +127.6% | +126.0% |
| YTD | +30.1% | +8.2% | +21.8% | +18.3% |
| 1Y | -28.4% | +10.1% | -38.5% | -34.7% |
| All | -23.8% | +12.9% | -36.7% | -30.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling