+29.8%
VMD vs VT
+143.9%
-114.2%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.3% |
| 7D | +1.1% | +2.9% | -1.8% | -1.2% |
| 30D | -5.2% | -2.5% | -2.7% | -3.0% |
| 3M | -1.6% | -3.3% | +1.7% | +1.2% |
| 6M | -2.7% | +1.5% | -4.2% | -4.3% |
| YTD | +22.6% | +11.4% | +11.3% | +11.2% |
| 1Y | +39.1% | +11.9% | +27.2% | +25.6% |
| 3Y | +27.6% | +73.9% | -46.3% | -20.3% |
| 5Y | +60.1% | +57.9% | +2.2% | +9.1% |
| All | +29.8% | +143.9% | -114.2% | -33.6% |
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