-30.0%
VGLT vs VT
+59.8%
-89.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.1% |
| 7D | -1.0% | -0.7% | -0.3% | -1.0% |
| 30D | +3.8% | -1.7% | +5.6% | +4.0% |
| 3M | -0.3% | -2.3% | +2.0% | -0.1% |
| 6M | -2.8% | +1.5% | -4.3% | -3.0% |
| YTD | -3.2% | +12.0% | -15.3% | -4.3% |
| 1Y | -4.9% | +12.9% | -17.7% | -6.0% |
| 3Y | +7.4% | +74.9% | -67.6% | +1.9% |
| 5Y | -30.0% | +59.9% | -89.9% | -37.0% |
| All | -30.0% | +59.8% | -89.8% | -37.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling