+133.5%
VPU vs VT
+221.4%
-87.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.2% |
| 7D | +2.1% | +1.0% | +1.1% | +1.5% |
| 30D | -0.4% | -0.2% | -0.2% | -0.3% |
| 3M | +0.3% | +4.5% | -4.2% | -2.7% |
| 6M | -5.5% | +14.1% | -19.5% | -13.5% |
| YTD | +3.0% | +14.8% | -11.8% | -6.2% |
| 1Y | +7.9% | +21.2% | -13.3% | -5.3% |
| 3Y | +50.7% | +76.6% | -25.9% | +2.0% |
| 5Y | +44.3% | +66.6% | -22.3% | +0.4% |
| 10Y | +133.5% | +222.3% | -88.8% | -5.2% |
| All | +133.5% | +221.4% | -87.9% | -5.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling