+77.9%
VLU vs VT
+57.5%
+20.3%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.5% | +0.5% |
| 7D | +0.7% | -0.1% | +0.9% | +0.8% |
| 30D | +1.7% | -3.1% | +4.8% | +4.4% |
| 3M | +0.3% | -3.5% | +3.8% | +3.3% |
| 6M | +7.5% | +0.5% | +7.0% | +6.6% |
| YTD | +19.3% | +10.8% | +8.5% | +8.3% |
| 1Y | +22.4% | +11.9% | +10.5% | +10.1% |
| 3Y | +80.7% | +73.0% | +7.7% | +9.5% |
| 5Y | +77.9% | +58.6% | +19.3% | +15.2% |
| All | +77.9% | +57.5% | +20.3% | +15.2% |
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