+8.8%
VGLT vs VT
+74.1%
-65.3%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -0.3% |
| 7D | +0.3% | +0.4% | 0.0% | +0.3% |
| 30D | +4.8% | -2.6% | +7.4% | +5.1% |
| 3M | -0.1% | -3.2% | +3.1% | +0.3% |
| 6M | -2.5% | +0.9% | -3.4% | -2.7% |
| YTD | -2.4% | +11.3% | -13.7% | -3.7% |
| 1Y | -3.7% | +14.0% | -17.7% | -5.2% |
| 3Y | +8.8% | +75.8% | -67.0% | -5.1% |
| All | +8.8% | +74.1% | -65.3% | -5.1% |
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