+186.5%
VSMV vs VT
+170.2%
+16.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.7% |
| 7D | -3.4% | -2.3% | -1.1% | -1.8% |
| 30D | +1.1% | -5.0% | +6.0% | +4.6% |
| 3M | +0.6% | -4.9% | +5.5% | +4.0% |
| 6M | +2.8% | -1.5% | +4.3% | +3.5% |
| YTD | +10.8% | +8.5% | +2.3% | +3.7% |
| 1Y | +15.3% | +11.4% | +3.9% | +5.8% |
| 3Y | +57.9% | +70.1% | -12.2% | +5.5% |
| 5Y | +62.5% | +53.7% | +8.8% | +16.1% |
| All | +186.5% | +170.2% | +16.4% | +35.4% |
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