+79.7%
VPG vs VT
+66.2%
+13.5%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.5% | +3.2% | +3.3% |
| 7D | +7.0% | +1.0% | +6.0% | +5.5% |
| 30D | -5.7% | -0.2% | -5.5% | -5.2% |
| 3M | -46.1% | +4.5% | -50.6% | -48.2% |
| 6M | +48.8% | +14.1% | +34.8% | +29.7% |
| YTD | +68.0% | +14.8% | +53.2% | +45.6% |
| 1Y | +115.9% | +21.2% | +94.7% | +77.2% |
| 3Y | +87.6% | +76.6% | +11.1% | +10.4% |
| 5Y | +79.7% | +66.6% | +13.1% | +11.2% |
| All | +79.7% | +66.2% | +13.5% | +11.2% |
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