-92.1%
VTAK vs VT
+23.4%
-115.5%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.7% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | -28.6% | +0.8% | -29.4% | -28.9% |
| 3M | -79.8% | +2.8% | -82.6% | -80.1% |
| 6M | -87.1% | +13.0% | -100.1% | -89.0% |
| YTD | -89.1% | +15.4% | -104.4% | -90.8% |
| All | -92.1% | +23.4% | -115.5% | -94.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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