+181.5%
VSDA vs VT
+203.7%
-22.2%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -1.0% | +0.4% | -1.5% | -1.4% |
| 30D | -1.6% | +1.0% | -2.6% | -2.4% |
| 3M | +8.1% | +2.4% | +5.7% | +5.8% |
| 6M | +5.0% | +12.0% | -7.0% | -4.3% |
| YTD | +14.2% | +15.3% | -1.1% | +1.8% |
| 1Y | +12.8% | +22.6% | -9.8% | -4.3% |
| 3Y | +39.7% | +74.7% | -35.0% | -11.1% |
| 5Y | +44.7% | +66.1% | -21.5% | -4.9% |
| All | +181.5% | +203.7% | -22.2% | +16.9% |
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 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