-87.4%
VRXA vs VT
+35.9%
-123.2%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.8% | +1.1% | +16.6% | +17.2% |
| 7D | +32.6% | -0.7% | +33.3% | +33.0% |
| 30D | +10.5% | -1.7% | +12.3% | +11.4% |
| 3M | -33.3% | -2.3% | -31.0% | -32.6% |
| 6M | -88.5% | +1.5% | -90.0% | -88.4% |
| YTD | -88.2% | +12.0% | -100.2% | -88.2% |
| 1Y | -88.0% | +12.9% | -100.9% | -88.0% |
| All | -87.4% | +35.9% | -123.2% | -87.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling