-31.2%
VTSI vs VT
+221.4%
-252.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.5% | -3.7% | -3.9% |
| 7D | -1.0% | +1.0% | -2.0% | -1.6% |
| 30D | -3.0% | -0.2% | -2.7% | -2.7% |
| 3M | -11.6% | +4.5% | -16.2% | -14.0% |
| 6M | -28.5% | +14.1% | -42.6% | -33.8% |
| YTD | -29.5% | +14.8% | -44.3% | -34.8% |
| 1Y | -48.1% | +21.2% | -69.3% | -53.3% |
| 3Y | -53.9% | +76.6% | -130.5% | -65.7% |
| 5Y | -64.2% | +66.6% | -130.8% | -72.7% |
| 10Y | -31.2% | +222.3% | -253.4% | -57.1% |
| All | -31.2% | +221.4% | -252.6% | -57.1% |
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