-3.0%
VVV vs VT
+57.0%
-60.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.3% |
| 7D | -0.5% | +2.4% | -2.9% | -2.5% |
| 30D | +13.9% | -1.5% | +15.4% | +15.3% |
| 3M | +2.5% | -4.1% | +6.6% | +6.2% |
| 6M | +7.9% | +0.6% | +7.3% | +6.8% |
| YTD | +19.1% | +11.0% | +8.1% | +7.7% |
| 1Y | +8.9% | +13.3% | -4.5% | -3.5% |
| 3Y | +5.9% | +73.4% | -67.5% | -36.8% |
| All | -3.0% | +57.0% | -60.0% | -36.2% |
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