+11.9%
VT vs MKTX
-0.8%
+12.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -0.1% | +0.1% | -0.3% | -0.1% |
| 30D | -3.1% | +0.8% | -3.8% | -3.1% |
| 3M | -3.5% | +2.6% | -6.1% | -3.6% |
| 6M | +0.5% | +13.6% | -13.1% | -0.7% |
| YTD | +10.8% | -7.1% | +17.9% | +9.7% |
| 1Y | +11.9% | -0.1% | +12.0% | +10.3% |
| All | +11.9% | -0.8% | +12.7% | +10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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