+27.6%
XLVI vs VT
+18.1%
+9.5%
-8.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | -1.0% | -2.3% | +1.3% | -0.5% |
| 30D | +4.2% | -5.0% | +9.2% | +5.4% |
| 3M | +4.8% | -4.9% | +9.7% | +6.0% |
| 6M | +16.0% | -1.5% | +17.5% | +16.0% |
| YTD | +13.2% | +8.5% | +4.7% | +8.5% |
| 1Y | +17.9% | +11.4% | +6.5% | +12.1% |
| All | +27.6% | +18.1% | +9.5% | +18.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling