+63.3%
VVX vs VT
+57.0%
+6.3%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.6% |
| 7D | +5.4% | +2.4% | +3.1% | +3.5% |
| 30D | +17.9% | -1.5% | +19.4% | +19.3% |
| 3M | -1.2% | -4.1% | +2.9% | +2.2% |
| 6M | +13.7% | +0.6% | +13.2% | +12.3% |
| YTD | +47.2% | +11.0% | +36.1% | +32.5% |
| 1Y | +47.7% | +13.3% | +34.4% | +30.5% |
| 3Y | +86.7% | +73.4% | +13.3% | +16.5% |
| All | +63.3% | +57.0% | +6.3% | +5.9% |
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