-63.2%
VTSI vs VT
+66.2%
-129.4%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +1.3% | +0.4% | +0.9% | +1.0% |
| 30D | +2.7% | +1.0% | +1.7% | +2.0% |
| 3M | -10.2% | +2.4% | -12.6% | -11.9% |
| 6M | -28.3% | +12.0% | -40.3% | -34.2% |
| YTD | -26.4% | +15.3% | -41.8% | -33.6% |
| 1Y | -46.6% | +22.6% | -69.2% | -53.8% |
| 3Y | -50.9% | +74.7% | -125.5% | -65.3% |
| All | -63.2% | +66.2% | -129.4% | -69.3% |
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