+183.2%
VNCE vs VT
+75.0%
+108.2%
-74.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | -15.3% | +0.4% | -15.8% | -15.8% |
| 30D | -2.0% | +1.0% | -3.0% | -2.9% |
| 3M | +42.5% | +2.4% | +40.2% | +38.2% |
| 6M | +123.0% | +12.0% | +111.0% | +92.7% |
| YTD | +56.9% | +15.3% | +41.5% | +31.6% |
| 1Y | +315.6% | +22.6% | +293.0% | +226.9% |
| All | +183.2% | +75.0% | +108.2% | +4.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling