+732.5%
VONE vs VT
+390.4%
+342.0%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.1% | -0.3% | -0.4% |
| 7D | -4.7% | -4.2% | -0.5% | -0.7% |
| 30D | -5.8% | -5.8% | 0.0% | -0.2% |
| 3M | -4.5% | -5.2% | +0.7% | +0.6% |
| 6M | +1.9% | +0.1% | +1.7% | +1.6% |
| YTD | +8.1% | +8.2% | -0.1% | -0.1% |
| 1Y | +9.2% | +10.1% | -0.9% | -0.7% |
| 3Y | +74.1% | +69.7% | +4.5% | +4.5% |
| 5Y | +62.5% | +53.4% | +9.1% | +7.7% |
| 10Y | +304.0% | +219.2% | +84.8% | +38.7% |
| All | +732.5% | +390.4% | +342.0% | +98.3% |
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