+241.3%
VRA vs VT
+12.5%
+228.8%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.1% |
| 7D | +14.6% | -0.1% | +14.7% | +15.2% |
| 30D | +56.0% | -3.1% | +59.1% | +60.7% |
| 3M | +136.6% | -3.5% | +140.1% | +145.1% |
| 6M | +93.7% | +0.5% | +93.3% | +95.2% |
| YTD | +231.4% | +10.8% | +220.6% | +218.1% |
| 1Y | +241.3% | +11.9% | +229.4% | +216.2% |
| All | +241.3% | +12.5% | +228.8% | +216.2% |
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