-37.6%
VRDN vs VT
+214.8%
-252.4%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.1% | +2.3% | +2.1% |
| 7D | +15.1% | -4.2% | +19.3% | +19.9% |
| 30D | +56.7% | -5.8% | +62.5% | +66.0% |
| 3M | +35.5% | -5.2% | +40.7% | +42.4% |
| 6M | +52.3% | +0.1% | +52.1% | +51.7% |
| YTD | -8.3% | +8.2% | -16.5% | -14.7% |
| 1Y | +16.9% | +10.1% | +6.8% | +6.8% |
| 3Y | +88.0% | +69.7% | +18.3% | +19.1% |
| 5Y | +50.3% | +53.4% | -3.0% | +3.6% |
| All | -37.6% | +214.8% | -252.4% | -42.1% |
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 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