+42.0%
VNOPN vs VT
+76.6%
-34.6%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.3% |
| 7D | -1.4% | +1.0% | -2.4% | -1.8% |
| 30D | -1.0% | -0.2% | -0.8% | -0.9% |
| 3M | -0.8% | +4.5% | -5.4% | -2.9% |
| 6M | +2.0% | +14.1% | -12.0% | -4.3% |
| YTD | +4.5% | +14.8% | -10.3% | -2.5% |
| 1Y | -0.2% | +21.2% | -21.4% | -9.5% |
| 3Y | +42.0% | +76.6% | -34.5% | -6.6% |
| All | +42.0% | +76.6% | -34.6% | -6.6% |
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 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