+6.3%
VPV vs VT
+57.5%
-51.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.3% | -2.6% |
| 7D | -1.7% | -0.1% | -1.5% | -1.7% |
| 30D | +1.2% | -3.1% | +4.2% | +1.8% |
| 3M | -3.3% | -3.5% | +0.2% | -2.6% |
| 6M | -0.8% | +0.5% | -1.2% | -1.0% |
| YTD | +8.4% | +10.8% | -2.4% | +6.0% |
| 1Y | +7.0% | +11.9% | -4.9% | +4.4% |
| 3Y | +42.7% | +73.0% | -30.3% | +26.8% |
| 5Y | +6.3% | +58.6% | -52.3% | -5.6% |
| All | +6.3% | +57.5% | -51.2% | -5.6% |
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