+25.2%
VRT vs VG
-51.4%
+76.6%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.4% | +3.5% |
| 7D | -21.4% | -22.0% | +0.7% | -18.4% |
| 30D | -25.8% | -11.6% | -14.2% | -24.3% |
| 3M | -33.5% | -14.9% | -18.7% | -32.1% |
| 6M | -49.0% | -3.5% | -45.5% | -49.7% |
| YTD | +12.9% | +70.0% | -57.0% | -10.3% |
| 1Y | 0.0% | +50.0% | -50.0% | -18.1% |
| All | +25.2% | -51.4% | +76.6% | +71.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 3y: compounded portfolio wealth divided by compounded VG 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…
3y analysis · Full analysis span regression · 6 months rolling