-5.3%
VFS vs VT
+10.7%
-16.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.1% | +1.1% | +0.1% |
| 7D | -6.4% | -4.2% | -2.2% | -3.2% |
| 30D | +4.5% | -5.8% | +10.3% | +9.4% |
| 3M | +0.6% | -5.2% | +5.9% | +4.9% |
| 6M | -22.6% | +0.1% | -22.7% | -21.7% |
| YTD | -3.6% | +8.2% | -11.8% | -5.4% |
| 1Y | -5.3% | +10.1% | -15.4% | -7.4% |
| All | -5.3% | +10.7% | -16.0% | -7.4% |
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