+69.5%
VG vs MKTX
-0.2%
+69.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.1% | +5.4% | +5.5% |
| 7D | +5.5% | +0.3% | +5.2% | +5.5% |
| 30D | -3.6% | +0.9% | -4.5% | -3.7% |
| 3M | -4.0% | +2.7% | -6.7% | -4.3% |
| 6M | +9.4% | +15.6% | -6.2% | +10.8% |
| YTD | +86.6% | -7.0% | +93.6% | +100.2% |
| 1Y | +69.5% | -1.2% | +70.7% | +76.8% |
| All | +69.5% | -0.2% | +69.7% | +76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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