-48.6%
VOYG vs VT
+25.4%
-74.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.5% | +4.5% | +5.5% |
| 7D | +16.9% | -0.1% | +17.0% | +18.0% |
| 30D | +6.5% | -3.1% | +9.5% | +18.0% |
| 3M | -32.5% | -3.5% | -29.0% | -23.7% |
| 6M | -2.4% | +0.5% | -2.9% | +0.3% |
| YTD | +11.0% | +10.8% | +0.2% | -13.6% |
| 1Y | +20.8% | +11.9% | +8.9% | -7.9% |
| All | -48.6% | +25.4% | -74.1% | -68.4% |
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