-10.0%
VLT vs VT
+15.2%
-25.2%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | +0.5% |
| 7D | +2.5% | -0.3% | +2.8% | +2.6% |
| 30D | +1.7% | -1.4% | +3.1% | +2.2% |
| 3M | -7.1% | -1.4% | -5.7% | -6.6% |
| 6M | -8.2% | +5.5% | -13.7% | -10.1% |
| YTD | -11.1% | +12.8% | -23.9% | -15.3% |
| 1Y | -10.0% | +15.4% | -25.4% | -14.6% |
| All | -10.0% | +15.2% | -25.2% | -14.6% |
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