+43.4%
VPV vs VT
+74.0%
-30.7%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | -3.2% | +2.4% | -5.5% | -3.7% |
| 30D | -2.3% | -1.5% | -0.8% | -2.0% |
| 3M | -3.4% | -4.1% | +0.7% | -2.5% |
| 6M | +0.6% | +0.6% | 0.0% | +0.4% |
| YTD | +8.9% | +11.0% | -2.1% | +6.4% |
| 1Y | +6.8% | +13.3% | -6.5% | +4.0% |
| 3Y | +43.4% | +73.4% | -30.0% | +22.1% |
| All | +43.4% | +74.0% | -30.7% | +22.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling