+32.9%
W vs VT
+75.0%
-42.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.6% |
| 7D | -4.2% | +0.4% | -4.6% | -5.2% |
| 30D | -7.6% | +1.0% | -8.5% | -9.9% |
| 3M | +37.2% | +2.4% | +34.8% | +30.3% |
| 6M | +26.3% | +12.0% | +14.3% | -6.1% |
| YTD | -1.0% | +15.3% | -16.3% | -31.9% |
| 1Y | +20.1% | +22.6% | -2.5% | -30.9% |
| All | +32.9% | +75.0% | -42.0% | -73.2% |
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 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