+28.9%
VLRS vs VT
+13.0%
+15.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.6% | +3.1% | +0.7% |
| 7D | +22.3% | +0.4% | +22.0% | +21.1% |
| 30D | +34.5% | -2.6% | +37.1% | +41.1% |
| 3M | +2.6% | -3.2% | +5.8% | +9.4% |
| 6M | +9.1% | +0.9% | +8.2% | +7.0% |
| YTD | -5.6% | +11.3% | -16.9% | -23.8% |
| All | +28.9% | +13.0% | +15.9% | +1.6% |
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 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