+62.4%
VIG vs VT
+69.7%
-7.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | -1.8% | -2.3% | +0.5% | -0.1% |
| 30D | +2.7% | -5.0% | +7.6% | +6.6% |
| 3M | 0.0% | -4.9% | +4.8% | +3.6% |
| 6M | +6.8% | -1.5% | +8.3% | +7.6% |
| YTD | +12.1% | +8.5% | +3.6% | +4.4% |
| 1Y | +14.8% | +11.4% | +3.5% | +4.7% |
| 3Y | +62.4% | +70.1% | -7.7% | +5.4% |
| All | +62.4% | +69.7% | -7.3% | +5.4% |
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