-2.6%
VTN vs VT
+53.2%
-55.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.1% | +4.5% | +1.3% |
| 7D | -0.2% | -4.2% | +4.0% | +0.7% |
| 30D | +5.4% | -5.8% | +11.2% | +6.7% |
| 3M | -8.8% | -5.2% | -3.5% | -7.7% |
| 6M | -6.3% | +0.1% | -6.5% | -6.4% |
| YTD | -7.4% | +8.2% | -15.6% | -9.1% |
| 1Y | -1.7% | +10.1% | -11.8% | -3.8% |
| 3Y | +35.7% | +69.7% | -33.9% | +20.6% |
| 5Y | -2.6% | +53.4% | -56.0% | -13.3% |
| All | -2.6% | +53.2% | -55.8% | -13.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling