-71.9%
VRA vs VT
+366.3%
-438.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -4.1% | -3.2% | -2.7% |
| 7D | +5.1% | -4.2% | +9.3% | +10.6% |
| 30D | +37.4% | -5.8% | +43.2% | +47.5% |
| 3M | +100.0% | -5.2% | +105.2% | +113.4% |
| 6M | +69.8% | +0.1% | +69.7% | +70.9% |
| YTD | +188.4% | +8.2% | +180.2% | +164.0% |
| 1Y | +184.9% | +10.1% | +174.8% | +155.9% |
| 3Y | -5.8% | +69.7% | -75.5% | -46.4% |
| 5Y | -34.2% | +53.4% | -87.5% | -57.6% |
| 10Y | -47.4% | +219.2% | -266.6% | -82.4% |
| All | -71.9% | +366.3% | -438.3% | -93.4% |
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