+69.7%
VT vs A
+61.4%
+8.2%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.0% | -1.0% | -3.4% |
| 7D | -4.2% | -5.2% | +1.0% | -3.0% |
| 30D | -5.8% | +1.4% | -7.2% | -6.1% |
| 3M | -5.2% | +21.9% | -27.2% | -9.7% |
| 6M | +0.1% | +46.7% | -46.5% | -9.3% |
| YTD | +8.2% | +27.2% | -19.0% | +1.6% |
| 1Y | +10.1% | +17.9% | -7.8% | +5.5% |
| All | +69.7% | +61.4% | +8.2% | +51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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