+32.7%
VLRS vs VT
+74.0%
-41.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.2% |
| 7D | +0.8% | +2.4% | -1.6% | -2.6% |
| 30D | +34.5% | -1.5% | +36.0% | +37.4% |
| 3M | -0.4% | -4.1% | +3.7% | +6.3% |
| 6M | +9.8% | +0.6% | +9.2% | +9.7% |
| YTD | -10.0% | +11.0% | -21.1% | -21.2% |
| 1Y | +20.3% | +13.3% | +7.0% | +2.7% |
| 3Y | +32.7% | +73.4% | -40.7% | -42.3% |
| All | +32.7% | +74.0% | -41.3% | -42.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling