+152.2%
VFVA vs VT
+140.4%
+11.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.3% |
| 7D | -0.9% | -2.3% | +1.4% | +1.6% |
| 30D | +5.0% | -5.0% | +9.9% | +10.8% |
| 3M | +1.0% | -4.9% | +5.9% | +6.5% |
| 6M | +11.3% | -1.5% | +12.9% | +12.2% |
| YTD | +22.1% | +8.5% | +13.6% | +9.8% |
| 1Y | +30.9% | +11.4% | +19.5% | +14.1% |
| 3Y | +72.2% | +70.1% | +2.1% | -8.0% |
| 5Y | +68.5% | +53.7% | +14.8% | +1.6% |
| All | +152.2% | +140.4% | +11.8% | -10.3% |
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