-8.2%
VNQI vs VT
+63.7%
-71.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.4% | -0.6% |
| 7D | -2.6% | -2.0% | -0.6% | -1.2% |
| 30D | -3.3% | -1.4% | -1.8% | -2.3% |
| 3M | -1.2% | +4.7% | -5.9% | -4.5% |
| 6M | -7.1% | +11.4% | -18.5% | -14.1% |
| YTD | -3.9% | +13.1% | -17.0% | -12.1% |
| 1Y | -3.2% | +19.0% | -22.2% | -14.6% |
| 3Y | +25.0% | +73.9% | -48.9% | -16.9% |
| 5Y | -8.2% | +65.4% | -73.6% | -37.7% |
| All | -8.2% | +63.7% | -71.8% | -37.7% |
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