-23.5%
VRNS vs VT
+53.4%
-76.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.2% |
| 7D | -0.1% | -2.3% | +2.2% | +2.6% |
| 30D | -0.3% | -5.0% | +4.6% | +6.1% |
| 3M | +15.0% | -4.9% | +19.9% | +22.2% |
| 6M | +76.7% | -1.5% | +78.3% | +78.6% |
| YTD | +48.8% | +8.5% | +40.3% | +30.6% |
| 1Y | +43.1% | +11.4% | +31.7% | +20.9% |
| 3Y | +43.7% | +70.1% | -26.4% | -37.8% |
| All | -23.5% | +53.4% | -76.9% | -57.4% |
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