+22.7%
VTMX vs VT
+74.1%
-51.4%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | -0.1% |
| 7D | +5.5% | +0.4% | +5.2% | +5.1% |
| 30D | +13.8% | -2.6% | +16.4% | +15.9% |
| 3M | +12.6% | -3.2% | +15.9% | +15.3% |
| 6M | +9.0% | +0.9% | +8.1% | +7.6% |
| YTD | +28.0% | +11.3% | +16.7% | +16.9% |
| 1Y | +26.6% | +14.0% | +12.6% | +13.4% |
| 3Y | +22.7% | +75.8% | -53.1% | -37.3% |
| All | +22.7% | +74.1% | -51.4% | -37.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling