+173.2%
VIOG vs VT
+214.8%
-41.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.1% | 0.0% | +0.6% |
| 7D | -4.1% | -4.2% | +0.1% | +0.7% |
| 30D | -2.1% | -5.8% | +3.7% | +4.8% |
| 3M | -9.5% | -5.2% | -4.2% | -3.7% |
| 6M | -1.7% | +0.1% | -1.9% | -2.2% |
| YTD | +14.3% | +8.2% | +6.0% | +3.8% |
| 1Y | +15.4% | +10.1% | +5.2% | +2.7% |
| 3Y | +51.2% | +69.7% | -18.4% | -18.3% |
| 5Y | +17.6% | +53.4% | -35.8% | -28.0% |
| All | +173.2% | +214.8% | -41.6% | -23.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling