-77.1%
VTEX vs VT
+57.9%
-135.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +1.8% | -1.6% | +3.4% | +4.1% |
| 30D | +8.8% | -2.5% | +11.3% | +12.6% |
| 3M | -9.8% | -1.3% | -8.5% | -8.6% |
| 6M | +1.3% | +3.1% | -1.8% | -5.2% |
| YTD | +5.6% | +10.9% | -5.4% | -12.5% |
| 1Y | -9.4% | +12.1% | -21.4% | -26.0% |
| 3Y | -30.5% | +73.9% | -104.4% | -72.5% |
| All | -77.1% | +57.9% | -135.0% | -88.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling