+70.3%
VOD vs VT
+345.0%
-274.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.1% | +2.0% | +1.3% |
| 7D | +2.4% | -4.2% | +6.6% | +6.0% |
| 30D | -3.5% | -5.8% | +2.3% | +1.1% |
| 3M | +4.2% | -5.2% | +9.4% | +8.6% |
| 6M | +3.2% | +0.1% | +3.1% | +2.6% |
| YTD | +23.0% | +8.2% | +14.8% | +14.6% |
| 1Y | +47.3% | +10.1% | +37.2% | +35.2% |
| 3Y | +99.0% | +69.7% | +29.3% | +25.6% |
| 5Y | +49.6% | +53.4% | -3.8% | +1.8% |
| 10Y | +12.1% | +219.2% | -207.1% | -58.5% |
| All | +70.3% | +345.0% | -274.7% | -53.0% |
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