+377.4%
VT vs ALL
+751.8%
-374.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.5% |
| 7D | +0.4% | 0.0% | +0.4% | +0.4% |
| 30D | +1.0% | -1.5% | +2.5% | +1.4% |
| 3M | +2.4% | +23.6% | -21.2% | -7.1% |
| 6M | +12.0% | +22.3% | -10.3% | +1.8% |
| YTD | +15.3% | +26.5% | -11.2% | +2.9% |
| 1Y | +22.6% | +27.0% | -4.4% | +8.7% |
| 3Y | +74.7% | +149.6% | -74.9% | +12.4% |
| 5Y | +66.1% | +118.1% | -51.9% | +10.0% |
| 10Y | +225.0% | +369.0% | -144.0% | +47.0% |
| All | +377.4% | +751.8% | -374.4% | +48.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling