+10.1%
VT vs ALL
+38.8%
-28.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.2% | -4.2% |
| 7D | -4.2% | +4.2% | -8.4% | -3.6% |
| 30D | -5.8% | +18.9% | -24.7% | -3.5% |
| 3M | -5.2% | +1.2% | -6.5% | -5.1% |
| 6M | +0.1% | +23.2% | -23.1% | +3.3% |
| YTD | +8.2% | +30.0% | -21.8% | +11.9% |
| 1Y | +10.1% | +39.6% | -29.5% | +13.6% |
| All | +10.1% | +38.8% | -28.7% | +13.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling