-92.7%
VTAK vs VT
+20.4%
-113.2%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.6% | -6.2% | -6.4% |
| 7D | -11.5% | -0.1% | -11.4% | -11.3% |
| 30D | -42.9% | -0.7% | -42.2% | -42.6% |
| 3M | -82.3% | +4.0% | -86.3% | -82.9% |
| 6M | -87.1% | +12.3% | -99.4% | -89.0% |
| YTD | -90.3% | +14.0% | -104.4% | -91.8% |
| 1Y | -92.7% | +20.3% | -113.0% | -94.6% |
| All | -92.7% | +20.4% | -113.2% | -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