+75.8%
VT vs D
+56.9%
+18.9%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.1% |
| 7D | +0.4% | +0.4% | 0.0% | +0.4% |
| 30D | +1.0% | -3.6% | +4.5% | +1.4% |
| 3M | +2.4% | -1.0% | +3.4% | +2.4% |
| 6M | +12.0% | +6.3% | +5.7% | +10.9% |
| YTD | +15.3% | +14.7% | +0.6% | +12.9% |
| 1Y | +22.6% | +16.9% | +5.6% | +19.5% |
| All | +75.8% | +56.9% | +18.9% | +60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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