-0.3%
VNT vs VT
+132.4%
-132.8%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -2.0% |
| 3M | +17.7% | +2.4% | +15.3% | +14.3% |
| 6M | -17.7% | +12.0% | -29.7% | -28.0% |
| YTD | -10.2% | +15.3% | -25.6% | -24.2% |
| 1Y | -22.8% | +22.6% | -45.4% | -39.3% |
| 3Y | +5.6% | +74.7% | -69.1% | -43.8% |
| 5Y | -8.2% | +66.1% | -74.3% | -50.1% |
| All | -0.3% | +132.4% | -132.8% | -47.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling