+268.5%
VLU vs VT
+215.5%
+53.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.5% |
| 7D | -1.6% | -2.3% | +0.7% | +0.5% |
| 30D | +0.2% | -5.0% | +5.1% | +4.9% |
| 3M | -1.2% | -4.9% | +3.7% | +3.3% |
| 6M | +4.9% | -1.5% | +6.4% | +5.9% |
| YTD | +16.7% | +8.5% | +8.2% | +7.4% |
| 1Y | +21.5% | +11.4% | +10.1% | +9.0% |
| 3Y | +76.8% | +70.1% | +6.7% | +6.0% |
| 5Y | +73.1% | +53.7% | +19.4% | +13.9% |
| All | +268.5% | +215.5% | +53.0% | +34.8% |
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