-80.0%
VRDN vs VT
+224.5%
-304.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -0.7% | +0.4% | -1.1% | -1.1% |
| 30D | +8.8% | +1.0% | +7.8% | +7.7% |
| 3M | +38.3% | +2.4% | +35.9% | +35.2% |
| 6M | -24.6% | +12.0% | -36.6% | -32.0% |
| YTD | -26.3% | +15.3% | -41.7% | -35.4% |
| 1Y | +23.0% | +22.6% | +0.4% | +2.1% |
| 3Y | +19.9% | +74.7% | -54.7% | -25.6% |
| 5Y | +87.6% | +66.1% | +21.4% | +21.1% |
| All | -80.0% | +224.5% | -304.5% | -89.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling