+27.9%
VALU vs VT
+53.2%
-25.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.1% | +3.7% | +3.5% |
| 7D | +6.5% | -4.2% | +10.6% | +10.6% |
| 30D | +8.8% | -5.8% | +14.6% | +14.7% |
| 3M | +26.5% | -5.2% | +31.8% | +32.5% |
| 6M | +30.0% | +0.1% | +29.9% | +27.7% |
| YTD | +19.3% | +8.2% | +11.0% | +7.1% |
| 1Y | +26.7% | +10.1% | +16.5% | +11.4% |
| 3Y | +17.7% | +69.7% | -52.0% | -39.7% |
| 5Y | +27.9% | +53.4% | -25.5% | -30.4% |
| All | +27.9% | +53.2% | -25.3% | -30.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling