+28.8%
VGSR vs VT
+73.1%
-44.3%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -0.7% | +0.4% | -1.2% | -1.0% |
| 30D | -3.7% | +1.0% | -4.6% | -4.2% |
| 3M | +0.7% | +2.4% | -1.7% | -0.9% |
| 6M | +2.6% | +12.0% | -9.4% | -4.6% |
| YTD | +10.0% | +15.3% | -5.3% | +0.3% |
| 1Y | +10.7% | +22.6% | -11.9% | -3.0% |
| All | +28.8% | +73.1% | -44.3% | -18.3% |
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