-75.9%
VTEX vs VT
+60.6%
-136.5%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.7% | +3.8% | +3.1% |
| 7D | +8.5% | -0.3% | +8.9% | +9.1% |
| 30D | +10.6% | -1.4% | +12.0% | +12.8% |
| 3M | -5.4% | -1.4% | -4.0% | -3.9% |
| 6M | +10.0% | +5.5% | +4.5% | -0.4% |
| YTD | +11.4% | +12.8% | -1.4% | -9.8% |
| 1Y | -1.4% | +15.4% | -16.8% | -23.0% |
| 3Y | -26.6% | +76.9% | -103.5% | -71.6% |
| 5Y | -75.9% | +60.4% | -136.3% | -88.2% |
| All | -75.9% | +60.6% | -136.5% | -88.2% |
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