-36.5%
VRDN vs VT
+228.2%
-264.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.5% | +1.7% | +13.8% | +13.9% |
| 7D | +19.7% | -0.3% | +20.0% | +20.2% |
| 30D | +52.9% | -1.4% | +54.4% | +55.4% |
| 3M | +39.4% | -1.4% | +40.8% | +41.3% |
| 6M | +106.7% | +5.5% | +101.2% | +96.7% |
| YTD | -6.6% | +12.8% | -19.5% | -16.5% |
| 1Y | +28.8% | +15.4% | +13.4% | +12.8% |
| 3Y | +91.3% | +76.9% | +14.4% | +16.7% |
| 5Y | +60.6% | +60.4% | +0.2% | +6.3% |
| All | -36.5% | +228.2% | -264.7% | -43.3% |
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