-2.1%
VOR vs VT
+15.2%
-17.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | -1.7% |
| 7D | -2.6% | -0.3% | -2.3% | -1.9% |
| 30D | +8.3% | -1.4% | +9.7% | +11.2% |
| 3M | -9.6% | -1.4% | -8.2% | -6.9% |
| 6M | +36.8% | +5.5% | +31.3% | +26.9% |
| YTD | +53.8% | +12.8% | +41.0% | +23.2% |
| 1Y | -2.1% | +15.4% | -17.6% | -27.9% |
| All | -2.1% | +15.2% | -17.4% | -27.9% |
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