+6.1%
VNQ vs VT
+57.0%
-50.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | +0.8% | +2.4% | -1.6% | -1.1% |
| 30D | +6.8% | -1.5% | +8.3% | +7.9% |
| 3M | -1.3% | -4.1% | +2.8% | +1.8% |
| 6M | +2.4% | +0.6% | +1.8% | +1.2% |
| YTD | +12.1% | +11.0% | +1.1% | +1.7% |
| 1Y | +12.0% | +13.3% | -1.4% | -0.2% |
| 3Y | +44.8% | +73.4% | -28.6% | -13.2% |
| All | +6.1% | +57.0% | -50.9% | -31.1% |
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