+1.9%
VDV vs VT
+2.3%
-0.4%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.4% | +1.1% |
| 7D | -1.9% | -4.2% | +2.3% | +2.0% |
| 30D | -1.4% | -5.8% | +4.3% | +4.3% |
| 3M | -2.8% | -5.2% | +2.4% | +2.2% |
| 6M | +1.5% | +0.1% | +1.4% | +0.2% |
| All | +1.9% | +2.3% | -0.4% | -2.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling