+184.6%
VSMV vs VT
+184.0%
+0.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.2% | -0.4% |
| 7D | -1.7% | -0.1% | -1.5% | -1.6% |
| 30D | -0.6% | -0.7% | +0.1% | -0.1% |
| 3M | +1.9% | +4.0% | -2.1% | -1.1% |
| 6M | +4.7% | +12.3% | -7.6% | -4.1% |
| YTD | +10.0% | +14.0% | -4.0% | -0.4% |
| 1Y | +17.1% | +20.3% | -3.2% | +1.9% |
| 3Y | +57.2% | +75.4% | -18.2% | +2.9% |
| 5Y | +64.9% | +66.0% | -1.1% | +11.6% |
| All | +184.6% | +184.0% | +0.6% | +30.0% |
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