+37.7%
VTOL vs VT
+76.6%
-38.9%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.7% | -5.8% | -5.8% |
| 7D | -6.0% | -0.3% | -5.7% | -5.8% |
| 30D | -3.6% | -1.4% | -2.2% | -2.3% |
| 3M | -18.2% | -1.4% | -16.8% | -17.2% |
| 6M | -20.7% | +5.5% | -26.2% | -25.9% |
| YTD | +7.3% | +12.8% | -5.5% | -7.6% |
| 1Y | -4.8% | +15.4% | -20.2% | -20.3% |
| All | +37.7% | +76.6% | -38.9% | -36.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling