+57.6%
VONG vs VT
+57.5%
+0.1%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.2% |
| 7D | -2.9% | -0.1% | -2.8% | -2.7% |
| 30D | -10.8% | -3.1% | -7.8% | -7.2% |
| 3M | -8.0% | -3.5% | -4.6% | -3.7% |
| 6M | -7.5% | +0.5% | -7.9% | -7.8% |
| YTD | -3.2% | +10.8% | -14.0% | -14.7% |
| 1Y | -4.8% | +11.9% | -16.7% | -17.1% |
| 3Y | +64.6% | +73.0% | -8.3% | -16.1% |
| 5Y | +57.6% | +58.6% | -1.0% | -7.9% |
| All | +57.6% | +57.5% | +0.1% | -7.9% |
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