-86.5%
VRA vs VT
+396.9%
-483.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.2% | +2.2% |
| 7D | +1.2% | +0.4% | +0.8% | +0.8% |
| 30D | -4.0% | +1.0% | -5.0% | -5.0% |
| 3M | +0.9% | +2.4% | -1.5% | -1.4% |
| 6M | +25.5% | +12.0% | +13.5% | +10.0% |
| YTD | +38.4% | +15.3% | +23.1% | +17.6% |
| 1Y | +53.7% | +22.6% | +31.1% | +21.8% |
| 3Y | -53.7% | +74.7% | -128.4% | -74.6% |
| 5Y | -67.1% | +66.1% | -133.2% | -80.6% |
| 10Y | -79.6% | +225.0% | -304.6% | -93.4% |
| All | -86.5% | +396.9% | -483.5% | -97.0% |
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