-99.9%
VSEE vs VT
+75.0%
-174.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | 0.0% | +6.7% | +6.7% |
| 7D | 0.0% | +0.4% | -0.4% | -0.4% |
| 30D | -68.0% | +1.0% | -69.0% | -68.2% |
| 3M | -90.3% | +2.4% | -92.7% | -90.4% |
| 6M | -94.7% | +12.0% | -106.7% | -95.1% |
| YTD | -95.7% | +15.3% | -111.1% | -96.1% |
| 1Y | -97.6% | +22.6% | -120.2% | -97.9% |
| All | -99.9% | +75.0% | -174.8% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling