+85.5%
VONV vs VT
+74.0%
+11.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | +2.3% | +2.4% | -0.1% | +0.5% |
| 30D | +3.6% | -1.5% | +5.1% | +4.7% |
| 3M | +2.2% | -4.1% | +6.3% | +5.4% |
| 6M | +13.0% | +0.6% | +12.5% | +12.2% |
| YTD | +26.6% | +11.0% | +15.6% | +15.9% |
| 1Y | +30.3% | +13.3% | +16.9% | +17.2% |
| 3Y | +85.5% | +73.4% | +12.1% | +15.9% |
| All | +85.5% | +74.0% | +11.5% | +15.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling