+26.5%
VNQI vs VT
+74.2%
-47.7%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.4% |
| 7D | -0.3% | -0.1% | -0.2% | -0.2% |
| 30D | -2.2% | -0.7% | -1.5% | -1.7% |
| 3M | +0.5% | +4.0% | -3.5% | -2.4% |
| 6M | -6.0% | +12.3% | -18.2% | -13.6% |
| YTD | -2.8% | +14.0% | -16.8% | -11.6% |
| 1Y | -1.9% | +20.3% | -22.2% | -14.1% |
| All | +26.5% | +74.2% | -47.7% | -23.1% |
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 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