+143.0%
VNOM vs VT
+53.4%
+89.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.1% | +2.2% |
| 7D | -14.8% | -2.3% | -12.5% | -13.5% |
| 30D | -1.1% | -5.0% | +3.9% | +2.1% |
| 3M | -0.3% | -4.9% | +4.6% | +2.7% |
| 6M | -12.2% | -1.5% | -10.7% | -12.2% |
| YTD | +9.6% | +8.5% | +1.2% | +0.9% |
| 1Y | +16.7% | +11.4% | +5.3% | +5.0% |
| 3Y | +71.9% | +70.1% | +1.8% | +9.9% |
| All | +143.0% | +53.4% | +89.6% | +76.6% |
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 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