+77.9%
VLYPO vs VT
+162.0%
-84.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.1% |
| 7D | +0.3% | -1.1% | +1.4% | +0.8% |
| 30D | +1.0% | -1.0% | +2.0% | +1.4% |
| 3M | +2.3% | +3.2% | -0.9% | +0.7% |
| 6M | +3.5% | +12.5% | -9.0% | -2.3% |
| YTD | +2.6% | +14.1% | -11.5% | -3.8% |
| 1Y | +6.3% | +18.9% | -12.6% | -2.4% |
| 3Y | +35.7% | +74.1% | -38.4% | +1.9% |
| 5Y | +44.1% | +66.9% | -22.8% | +9.9% |
| All | +77.9% | +162.0% | -84.0% | -0.1% |
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