-57.5%
VOYG vs VT
+22.8%
-80.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.0% | +0.2% | +17.7% | +17.3% |
| 7D | -9.3% | -2.3% | -7.0% | -2.6% |
| 30D | -16.6% | -5.0% | -11.7% | -2.5% |
| 3M | -37.4% | -4.9% | -32.5% | -26.4% |
| 6M | -10.0% | -1.5% | -8.4% | -1.8% |
| YTD | -8.3% | +8.5% | -16.7% | -24.3% |
| 1Y | +0.6% | +11.4% | -10.7% | -22.5% |
| All | -57.5% | +22.8% | -80.4% | -72.3% |
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 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