-71.6%
VITL vs VT
+121.1%
-192.8%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | -0.1% |
| 7D | -0.1% | -0.1% | 0.0% | +0.3% |
| 30D | +7.2% | -3.1% | +10.3% | +10.1% |
| 3M | -11.1% | -3.5% | -7.6% | -8.4% |
| 6M | +11.9% | +0.5% | +11.4% | +11.0% |
| YTD | -68.7% | +10.8% | -79.5% | -71.4% |
| 1Y | -69.7% | +11.9% | -81.6% | -72.6% |
| 3Y | -16.7% | +73.0% | -89.7% | -49.0% |
| 5Y | -46.4% | +58.6% | -105.0% | -64.1% |
| All | -71.6% | +121.1% | -192.8% | -88.9% |
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