-85.6%
VLN vs VT
+58.5%
-144.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.6% |
| 7D | +5.9% | +2.9% | +3.0% | +1.3% |
| 30D | -11.7% | -2.5% | -9.1% | -7.7% |
| 3M | -23.0% | -3.3% | -19.7% | -18.3% |
| 6M | -46.7% | +1.5% | -48.2% | -45.1% |
| YTD | +1.4% | +11.4% | -10.0% | -4.6% |
| 1Y | -15.3% | +11.9% | -27.2% | -20.7% |
| 3Y | -28.4% | +73.9% | -102.2% | -56.4% |
| 5Y | -85.6% | +57.9% | -143.5% | -90.5% |
| All | -85.6% | +58.5% | -144.2% | -90.5% |
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