+207.8%
VALU vs VT
+224.5%
-16.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.4% | +1.4% |
| 7D | +5.4% | +0.4% | +5.0% | +4.8% |
| 30D | +9.6% | +1.0% | +8.6% | +8.3% |
| 3M | +19.9% | +2.4% | +17.5% | +15.9% |
| 6M | +6.5% | +12.0% | -5.5% | -7.4% |
| YTD | +3.3% | +15.3% | -12.1% | -13.4% |
| 1Y | +7.1% | +22.6% | -15.5% | -16.3% |
| 3Y | -18.9% | +74.7% | -93.6% | -58.9% |
| 5Y | +21.3% | +66.1% | -44.8% | -34.7% |
| All | +207.8% | +224.5% | -16.7% | -19.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling