-49.4%
VG vs VT
+32.9%
-82.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +1.7% | -9.4% | -8.6% |
| 7D | -16.4% | -0.3% | -16.1% | -16.3% |
| 30D | -10.8% | -1.4% | -9.3% | -10.1% |
| 3M | -6.3% | -1.4% | -4.9% | -5.8% |
| 6M | -12.5% | +5.5% | -18.0% | -18.4% |
| YTD | +76.9% | +12.8% | +64.1% | +45.1% |
| 1Y | +51.8% | +15.4% | +36.4% | +18.8% |
| All | -49.4% | +32.9% | -82.3% | -64.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling