+200.1%
VEGN vs VT
+139.2%
+61.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.2% |
| 7D | +5.0% | +2.4% | +2.6% | +2.3% |
| 30D | -6.2% | -1.5% | -4.7% | -4.3% |
| 3M | -9.3% | -4.1% | -5.2% | -4.7% |
| 6M | -0.8% | +0.6% | -1.3% | -0.7% |
| YTD | +18.7% | +11.0% | +7.6% | +6.3% |
| 1Y | +21.5% | +13.3% | +8.1% | +6.4% |
| 3Y | +86.3% | +73.4% | +12.9% | +2.5% |
| 5Y | +70.2% | +57.4% | +12.7% | +4.7% |
| All | +200.1% | +139.2% | +61.0% | +20.0% |
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