+516.8%
VLU vs VT
+346.4%
+170.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.2% | +0.6% |
| 7D | +1.6% | -0.3% | +1.9% | +1.8% |
| 30D | +3.8% | -1.4% | +5.2% | +4.9% |
| 3M | +1.5% | -1.4% | +2.9% | +2.5% |
| 6M | +10.1% | +5.5% | +4.7% | +5.3% |
| YTD | +20.7% | +12.8% | +7.9% | +9.2% |
| 1Y | +25.4% | +15.4% | +10.0% | +11.5% |
| 3Y | +82.1% | +76.9% | +5.3% | +15.7% |
| 5Y | +80.4% | +60.4% | +20.0% | +23.1% |
| 10Y | +281.2% | +232.8% | +48.4% | +73.8% |
| All | +516.8% | +346.4% | +170.4% | +160.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling