+267.9%
VCTR vs VT
+57.5%
+210.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | +0.3% |
| 7D | +9.2% | -0.1% | +9.3% | +9.7% |
| 30D | +12.4% | -3.1% | +15.5% | +17.3% |
| 3M | +13.9% | -3.5% | +17.4% | +19.6% |
| 6M | +49.6% | +0.5% | +49.1% | +48.5% |
| YTD | +103.8% | +10.8% | +93.0% | +77.5% |
| 1Y | +111.6% | +11.9% | +99.7% | +81.7% |
| 3Y | +346.9% | +73.0% | +273.9% | +121.3% |
| 5Y | +267.9% | +58.6% | +209.3% | +105.5% |
| All | +267.9% | +57.5% | +210.4% | +105.5% |
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 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