+77.1%
VGZ vs VT
+10.7%
+66.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.1% | +4.8% | +10.5% |
| 7D | +5.0% | -4.2% | +9.2% | +15.8% |
| 30D | +1.1% | -5.8% | +6.9% | +16.6% |
| 3M | +36.2% | -5.2% | +41.4% | +55.7% |
| 6M | +28.4% | +0.1% | +28.3% | +29.1% |
| YTD | +37.6% | +8.2% | +29.3% | +23.2% |
| 1Y | +77.1% | +10.1% | +67.0% | +55.1% |
| All | +77.1% | +10.7% | +66.4% | +55.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling