+60.2%
YOU vs VT
+62.1%
-1.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.1% | -0.3% | +1.6% |
| 7D | +22.3% | -4.2% | +26.4% | +30.5% |
| 30D | +36.1% | -5.8% | +41.9% | +48.7% |
| 3M | +0.4% | -5.2% | +5.7% | +8.5% |
| 6M | -3.3% | +0.1% | -3.4% | -4.7% |
| YTD | +63.3% | +8.2% | +55.1% | +42.2% |
| 1Y | +80.9% | +10.1% | +70.7% | +52.7% |
| 3Y | +247.8% | +69.7% | +178.1% | +32.1% |
| 5Y | +28.9% | +53.4% | -24.5% | -31.9% |
| All | +60.2% | +62.1% | -1.9% | -23.0% |
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