+80.3%
VOYA vs VT
+66.2%
+14.1%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +1.5% | +0.4% | +1.1% | +1.0% |
| 30D | +4.5% | +1.0% | +3.5% | +3.4% |
| 3M | +24.6% | +2.4% | +22.2% | +20.8% |
| 6M | +49.3% | +12.0% | +37.3% | +30.6% |
| YTD | +42.2% | +15.3% | +26.8% | +20.5% |
| 1Y | +37.3% | +22.6% | +14.8% | +8.3% |
| 3Y | +59.7% | +74.7% | -15.0% | -14.6% |
| All | +80.3% | +66.2% | +14.1% | +0.7% |
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