+9.3%
VDIG vs VT
+12.8%
-3.5%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | -1.3% | -2.3% | +1.0% | +0.1% |
| 30D | +2.7% | -5.0% | +7.7% | +5.6% |
| 3M | -0.1% | -4.9% | +4.8% | +2.7% |
| 6M | +6.6% | -1.5% | +8.1% | +7.3% |
| YTD | +5.5% | +8.5% | -3.0% | -0.9% |
| All | +9.3% | +12.8% | -3.5% | -0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling