+213.0%
VT vs ALL
+392.9%
-179.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.2% | -3.8% |
| 7D | -4.2% | +4.2% | -8.4% | -5.4% |
| 30D | -5.8% | +18.9% | -24.7% | -11.1% |
| 3M | -5.2% | +1.2% | -6.5% | -6.0% |
| 6M | +0.1% | +23.2% | -23.1% | -7.7% |
| YTD | +8.2% | +30.0% | -21.8% | -2.6% |
| 1Y | +10.1% | +39.6% | -29.5% | -3.6% |
| 3Y | +69.7% | +115.2% | -45.6% | +21.8% |
| 5Y | +53.4% | +156.2% | -102.9% | -1.4% |
| All | +213.0% | +392.9% | -179.9% | +60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 10y: compounded portfolio wealth divided by compounded ALL 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…
10y analysis · Full analysis span regression · 6 months rolling