+30.1%
VMD vs VT
+137.7%
-107.6%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.1% |
| 7D | -5.6% | -2.3% | -3.3% | -3.4% |
| 30D | -2.6% | -5.0% | +2.4% | +1.8% |
| 3M | -4.1% | -4.9% | +0.8% | +0.1% |
| 6M | +7.2% | -1.5% | +8.8% | +8.0% |
| YTD | +22.9% | +8.5% | +14.4% | +13.9% |
| 1Y | +45.8% | +11.4% | +34.5% | +32.2% |
| 3Y | +29.9% | +70.1% | -40.2% | -17.4% |
| 5Y | +50.2% | +53.7% | -3.6% | +4.7% |
| All | +30.1% | +137.7% | -107.6% | -32.0% |
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 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