+25.3%
YOU vs VT
+72.8%
-47.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +2.1% | +0.4% | +1.6% | +1.4% |
| 30D | -21.5% | +1.0% | -22.5% | -22.7% |
| 3M | -18.4% | +2.4% | -20.8% | -21.9% |
| 6M | -7.4% | +12.0% | -19.5% | -23.1% |
| YTD | +27.7% | +15.3% | +12.4% | +1.3% |
| 1Y | +27.0% | +22.6% | +4.4% | -9.0% |
| 3Y | +125.9% | +74.7% | +51.3% | -16.1% |
| 5Y | +4.7% | +66.1% | -61.4% | -52.1% |
| All | +25.3% | +72.8% | -47.5% | -45.1% |
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