-5.9%
VSECU vs VT
+6.3%
-12.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.2% | +3.7% | +3.5% |
| 7D | +14.0% | -2.3% | +16.3% | +18.0% |
| 30D | +2.0% | -5.0% | +7.0% | +11.5% |
| 3M | -18.7% | -4.9% | -13.8% | -11.2% |
| 6M | -12.6% | -1.5% | -11.1% | -11.3% |
| All | -5.9% | +6.3% | -12.1% | -17.1% |
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