+77.8%
VLYPO vs VT
+163.6%
-85.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.5% |
| 7D | +0.2% | +1.0% | -0.9% | -0.3% |
| 30D | +1.5% | -0.2% | +1.7% | +1.5% |
| 3M | +2.0% | +4.5% | -2.6% | -0.2% |
| 6M | +3.3% | +14.1% | -10.8% | -3.1% |
| YTD | +2.5% | +14.8% | -12.2% | -4.2% |
| 1Y | +7.5% | +21.2% | -13.7% | -2.2% |
| 3Y | +36.9% | +76.6% | -39.6% | +2.1% |
| 5Y | +42.0% | +66.6% | -24.6% | +8.5% |
| All | +77.8% | +163.6% | -85.8% | -0.4% |
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