-98.8%
VRDN vs VT
+226.2%
-325.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +4.4% | -1.6% | +6.0% | +5.9% |
| 30D | +29.6% | -2.5% | +32.1% | +32.7% |
| 3M | +30.2% | -1.3% | +31.5% | +31.7% |
| 6M | +87.4% | +3.1% | +84.3% | +82.1% |
| YTD | -19.2% | +10.9% | -30.1% | -26.4% |
| 1Y | +8.6% | +12.1% | -3.4% | -1.9% |
| 3Y | +65.6% | +73.9% | -8.3% | +4.4% |
| 5Y | +40.3% | +58.0% | -17.6% | -4.4% |
| 10Y | -62.7% | +225.5% | -288.2% | -85.1% |
| All | -98.8% | +226.2% | -325.0% | -99.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling