+14.3%
VETZ vs VT
+62.3%
-48.0%
-5.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.1% | +4.6% | +0.9% |
| 7D | +0.5% | -4.2% | +4.7% | +0.9% |
| 30D | +2.8% | -5.8% | +8.6% | +3.4% |
| 3M | -0.7% | -5.2% | +4.5% | -0.3% |
| 6M | -1.1% | +0.1% | -1.2% | -1.1% |
| YTD | -0.5% | +8.2% | -8.7% | -1.2% |
| 1Y | +0.9% | +10.1% | -9.3% | 0.0% |
| 3Y | +15.9% | +69.7% | -53.8% | +6.5% |
| All | +14.3% | +62.3% | -48.0% | +5.9% |
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