+30.8%
VNT vs VT
+69.7%
-39.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.2% | +5.6% | +5.6% |
| 7D | +18.6% | -2.3% | +20.9% | +21.1% |
| 30D | +30.9% | -5.0% | +35.8% | +38.0% |
| 3M | +19.8% | -4.9% | +24.7% | +26.2% |
| 6M | +20.7% | -1.5% | +22.3% | +21.6% |
| YTD | +13.8% | +8.5% | +5.4% | +1.0% |
| 1Y | +12.0% | +11.4% | +0.7% | -4.0% |
| 3Y | +30.8% | +70.1% | -39.3% | -32.0% |
| All | +30.8% | +69.7% | -39.0% | -32.0% |
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