+67.8%
VFVA vs VT
+53.4%
+14.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.2% |
| 7D | -0.9% | -2.3% | +1.4% | +1.3% |
| 30D | +5.0% | -5.0% | +9.9% | +10.2% |
| 3M | +1.0% | -4.9% | +5.9% | +5.9% |
| 6M | +11.3% | -1.5% | +12.9% | +12.1% |
| YTD | +22.1% | +8.5% | +13.6% | +10.8% |
| 1Y | +30.9% | +11.4% | +19.5% | +15.4% |
| 3Y | +72.2% | +70.1% | +2.1% | -3.0% |
| All | +67.8% | +53.4% | +14.4% | +4.1% |
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