-88.4%
VSEE vs VT
+54.1%
-142.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -4.1% | +8.6% | 0.0% |
| 7D | -40.1% | -4.2% | -35.9% | -42.8% |
| 30D | -37.8% | -5.8% | -32.0% | -41.7% |
| 3M | +2,200.0% | -5.2% | +2,205.2% | +2,082.8% |
| 6M | +528.4% | +0.1% | +528.3% | +486.3% |
| YTD | +207.5% | +8.2% | +199.3% | +180.8% |
| 1Y | +13.9% | +10.1% | +3.7% | +3.5% |
| 3Y | -90.4% | +69.7% | -160.0% | -91.8% |
| All | -88.4% | +54.1% | -142.5% | -90.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling