+15.4%
VT vs P
+19.7%
-4.3%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.0% | +6.7% | +2.1% |
| 7D | -0.3% | -19.4% | +19.1% | +1.5% |
| 30D | -1.4% | -22.3% | +20.9% | +0.6% |
| 3M | -1.4% | +33.2% | -34.6% | -4.7% |
| 6M | +5.5% | +53.6% | -48.2% | -0.2% |
| YTD | +12.8% | +66.8% | -54.0% | +5.5% |
| 1Y | +15.4% | +17.5% | -2.1% | +9.0% |
| All | +15.4% | +19.7% | -4.3% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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