+57.9%
VT vs BR
+19.2%
+38.7%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.4% |
| 7D | +2.9% | -1.3% | +4.2% | +3.3% |
| 30D | -2.5% | +13.7% | -16.2% | -6.5% |
| 3M | -3.3% | +13.8% | -17.1% | -7.6% |
| 6M | +1.5% | +29.7% | -28.2% | -7.8% |
| YTD | +11.4% | -12.6% | +24.0% | +17.7% |
| 1Y | +11.9% | -12.4% | +24.3% | +18.1% |
| 3Y | +73.9% | +14.1% | +59.8% | +59.1% |
| 5Y | +57.9% | +18.7% | +39.2% | +34.5% |
| All | +57.9% | +19.2% | +38.7% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 5y: compounded portfolio wealth divided by compounded BR 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…
5y analysis · Full analysis span regression · 6 months rolling