+31.0%
VGSR vs VT
+69.3%
-38.3%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.7% | +1.0% | +1.8% |
| 7D | +5.7% | -0.3% | +6.0% | +5.9% |
| 30D | +8.2% | -1.4% | +9.6% | +9.0% |
| 3M | -2.0% | -1.4% | -0.6% | -1.2% |
| 6M | +3.8% | +5.5% | -1.7% | +0.1% |
| YTD | +12.0% | +12.8% | -0.8% | +3.4% |
| 1Y | +12.1% | +15.4% | -3.4% | +2.0% |
| All | +31.0% | +69.3% | -38.3% | -15.8% |
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