-22.3%
VTS vs VT
+15.2%
-37.5%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.7% | -6.8% | -4.3% |
| 7D | -19.7% | -0.3% | -19.4% | -19.8% |
| 30D | -14.0% | -1.4% | -12.5% | -14.3% |
| 3M | -4.1% | -1.4% | -2.7% | -4.5% |
| 6M | -19.2% | +5.5% | -24.7% | -17.4% |
| YTD | -18.1% | +12.8% | -31.0% | -13.6% |
| 1Y | -22.3% | +15.4% | -37.7% | -18.5% |
| All | -22.3% | +15.2% | -37.5% | -18.5% |
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 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