-7.7%
VNT vs VT
+66.2%
-73.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.9% |
| 7D | +1.7% | +0.4% | +1.3% | +1.2% |
| 30D | -0.9% | +1.0% | -1.8% | -2.1% |
| 3M | +17.7% | +2.4% | +15.3% | +14.1% |
| 6M | -17.7% | +12.0% | -29.7% | -28.5% |
| YTD | -10.2% | +15.3% | -25.6% | -25.0% |
| 1Y | -22.8% | +22.6% | -45.4% | -40.2% |
| 3Y | +5.6% | +74.7% | -69.1% | -46.4% |
| All | -7.7% | +66.2% | -73.9% | -51.7% |
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