+5.2%
VSEC vs VT
+12.5%
-7.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -0.5% |
| 7D | +14.5% | -0.1% | +14.6% | +13.9% |
| 30D | +7.5% | -3.1% | +10.6% | +15.1% |
| 3M | -15.6% | -3.5% | -12.1% | -8.5% |
| 6M | -3.2% | +0.5% | -3.7% | -5.7% |
| YTD | +8.2% | +10.8% | -2.6% | -18.7% |
| 1Y | +5.2% | +11.9% | -6.7% | -22.9% |
| All | +5.2% | +12.5% | -7.3% | -22.9% |
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 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