+118.4%
VLGEA vs VT
+53.4%
+65.0%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.5% | -3.3% |
| 7D | -3.6% | -2.3% | -1.3% | -3.0% |
| 30D | -5.9% | -5.0% | -1.0% | -4.6% |
| 3M | -4.1% | -4.9% | +0.8% | -2.8% |
| 6M | -3.9% | -1.5% | -2.3% | -3.9% |
| YTD | +18.5% | +8.5% | +10.0% | +14.1% |
| 1Y | +29.2% | +11.4% | +17.8% | +23.0% |
| 3Y | +86.2% | +70.1% | +16.2% | +49.6% |
| All | +118.4% | +53.4% | +65.0% | +74.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling