+40.9%
VTRS vs VT
+66.2%
-25.3%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.2% |
| 7D | -0.1% | +1.0% | -1.1% | -1.0% |
| 30D | +1.9% | -0.2% | +2.1% | +2.0% |
| 3M | +5.1% | +4.5% | +0.5% | +0.7% |
| 6M | +20.1% | +14.1% | +6.0% | +6.1% |
| YTD | +36.6% | +14.8% | +21.8% | +20.1% |
| 1Y | +64.1% | +21.2% | +42.9% | +37.3% |
| 3Y | +86.4% | +76.6% | +9.8% | +11.3% |
| 5Y | +40.9% | +66.6% | -25.7% | -11.8% |
| All | +40.9% | +66.2% | -25.3% | -11.8% |
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