+2.9%
VLT vs VT
+53.4%
-50.5%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | +1.1% | -2.3% | +3.4% | +2.2% |
| 30D | +0.4% | -5.0% | +5.4% | +2.8% |
| 3M | -7.9% | -4.9% | -3.0% | -5.8% |
| 6M | -9.8% | -1.5% | -8.3% | -9.4% |
| YTD | -12.0% | +8.5% | -20.5% | -15.7% |
| 1Y | -10.7% | +11.4% | -22.1% | -15.6% |
| 3Y | +24.8% | +70.1% | -45.3% | -5.7% |
| All | +2.9% | +53.4% | -50.5% | -19.9% |
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