+37.1%
VRNS vs VT
+13.3%
+23.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -0.8% |
| 7D | +0.5% | -0.7% | +1.2% | +0.8% |
| 30D | +5.7% | -1.7% | +7.5% | +6.8% |
| 3M | +16.4% | -2.3% | +18.7% | +18.0% |
| 6M | +75.1% | +1.5% | +73.6% | +73.7% |
| YTD | +49.5% | +12.0% | +37.4% | +40.9% |
| 1Y | +37.1% | +12.9% | +24.2% | +27.7% |
| All | +37.1% | +13.3% | +23.8% | +27.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling