-11.2%
VNM vs VT
+53.4%
-64.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | +2.9% | -2.3% | +5.2% | +4.3% |
| 30D | +1.5% | -5.0% | +6.5% | +4.7% |
| 3M | -1.8% | -4.9% | +3.0% | +1.1% |
| 6M | -12.3% | -1.5% | -10.8% | -11.7% |
| YTD | -10.2% | +8.5% | -18.7% | -14.6% |
| 1Y | -0.9% | +11.4% | -12.3% | -7.1% |
| 3Y | +41.9% | +70.1% | -28.2% | +6.3% |
| All | -11.2% | +53.4% | -64.6% | -30.9% |
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