+26.1%
VRIG vs VT
+57.0%
-31.0%
-2.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.2% | 0.0% |
| 7D | 0.0% | +2.4% | -2.3% | 0.0% |
| 30D | +0.4% | -1.5% | +1.9% | +0.4% |
| 3M | +0.9% | -4.1% | +5.0% | +1.0% |
| 6M | +2.0% | +0.6% | +1.4% | +2.0% |
| YTD | +3.6% | +11.0% | -7.4% | +3.4% |
| 1Y | +4.4% | +13.3% | -9.0% | +4.2% |
| 3Y | +17.8% | +73.4% | -55.6% | +16.7% |
| All | +26.1% | +57.0% | -31.0% | +24.8% |
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