+73.3%
VMI vs VT
+59.8%
+13.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -0.8% |
| 7D | +1.0% | -0.7% | +1.7% | +1.8% |
| 30D | -9.0% | -1.7% | -7.3% | -7.4% |
| 3M | -13.7% | -2.3% | -11.4% | -11.7% |
| 6M | -17.4% | +1.5% | -18.9% | -18.7% |
| YTD | +6.1% | +12.0% | -5.9% | -5.7% |
| 1Y | +4.6% | +12.9% | -8.2% | -7.6% |
| 3Y | +115.7% | +74.9% | +40.8% | +24.9% |
| 5Y | +73.3% | +59.9% | +13.4% | +11.7% |
| All | +73.3% | +59.8% | +13.6% | +11.7% |
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