-39.3%
VG vs VT
+35.9%
-75.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.7% | +0.4% | +1.2% | +1.4% |
| 30D | +16.0% | +1.0% | +15.0% | +15.2% |
| 3M | +9.7% | +2.4% | +7.3% | +7.5% |
| 6M | +29.6% | +12.0% | +17.6% | +12.5% |
| YTD | +112.0% | +15.3% | +96.7% | +71.9% |
| 1Y | +12.8% | +22.6% | -9.8% | -17.7% |
| All | -39.3% | +35.9% | -75.2% | -57.5% |
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