-77.8%
VNDA vs VT
+58.5%
-136.3%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.6% | -4.2% | -4.3% |
| 7D | +10.0% | +2.9% | +7.1% | +7.6% |
| 30D | -8.1% | -2.5% | -5.6% | -5.9% |
| 3M | -23.9% | -3.3% | -20.6% | -21.6% |
| 6M | -38.5% | +1.5% | -40.0% | -39.1% |
| YTD | -55.2% | +11.4% | -66.6% | -58.8% |
| 1Y | -10.4% | +11.9% | -22.3% | -18.0% |
| 3Y | +15.8% | +73.9% | -58.0% | -23.4% |
| 5Y | -77.8% | +57.9% | -135.6% | -84.0% |
| All | -77.8% | +58.5% | -136.3% | -84.0% |
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 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