+38.4%
VRT vs VG
-44.6%
+83.0%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -3.5% |
| 7D | +10.5% | +14.0% | -3.5% | +8.3% |
| 30D | -9.3% | -1.0% | -8.3% | -9.1% |
| 3M | -29.6% | -2.7% | -26.9% | -29.4% |
| 6M | -45.4% | +1.5% | -46.8% | -46.3% |
| YTD | +24.8% | +93.7% | -68.9% | -2.9% |
| 1Y | +23.6% | +68.5% | -44.9% | -0.1% |
| All | +38.4% | -44.6% | +83.0% | +85.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling