+165.7%
VDE vs VT
+221.8%
-56.0%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.2% |
| 7D | +5.4% | +2.4% | +3.1% | +2.9% |
| 30D | -4.1% | -1.5% | -2.6% | -3.0% |
| 3M | +5.5% | -4.1% | +9.6% | +9.4% |
| 6M | +11.8% | +0.6% | +11.3% | +9.3% |
| YTD | +46.1% | +11.0% | +35.1% | +26.6% |
| 1Y | +45.8% | +13.3% | +32.4% | +23.3% |
| 3Y | +67.7% | +73.4% | -5.7% | -14.1% |
| 5Y | +163.2% | +57.4% | +105.8% | +49.9% |
| All | +165.7% | +221.8% | -56.0% | -32.5% |
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