+74.7%
VONG vs VT
+66.2%
+8.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.5% | +0.4% | +0.1% | 0.0% |
| 30D | -0.4% | +1.0% | -1.4% | -1.6% |
| 3M | -2.6% | +2.4% | -5.0% | -5.3% |
| 6M | +9.3% | +12.0% | -2.7% | -5.0% |
| YTD | +4.6% | +15.3% | -10.7% | -12.4% |
| 1Y | +10.3% | +22.6% | -12.3% | -14.4% |
| 3Y | +78.3% | +74.7% | +3.6% | -10.2% |
| All | +74.7% | +66.2% | +8.5% | -4.4% |
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 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