-93.3%
VTGN vs VT
+23.3%
-116.6%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.9% |
| 7D | -2.9% | +0.4% | -3.3% | -3.5% |
| 30D | -19.1% | +1.0% | -20.0% | -20.0% |
| 3M | -58.1% | +2.4% | -60.5% | -59.9% |
| 6M | -60.2% | +12.0% | -72.2% | -66.8% |
| YTD | -63.2% | +15.3% | -78.5% | -72.0% |
| 1Y | -93.3% | +22.6% | -115.9% | -94.9% |
| All | -93.3% | +23.3% | -116.6% | -94.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling