-68.6%
VRA vs VT
+382.8%
-451.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.1% | -3.8% | -3.9% |
| 7D | +3.7% | -0.7% | +4.4% | +4.9% |
| 30D | +43.0% | -1.7% | +44.8% | +46.7% |
| 3M | +133.8% | -2.3% | +136.1% | +141.4% |
| 6M | +95.2% | +1.5% | +93.7% | +94.0% |
| YTD | +222.7% | +12.0% | +210.7% | +184.6% |
| 1Y | +218.8% | +12.9% | +205.9% | +179.0% |
| 3Y | +7.9% | +74.9% | -67.1% | -40.6% |
| 5Y | -27.6% | +59.9% | -87.5% | -55.4% |
| 10Y | -46.9% | +224.6% | -271.6% | -82.6% |
| All | -68.6% | +382.8% | -451.3% | -92.8% |
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