-63.1%
VYGR vs VT
+76.6%
-139.7%
-74.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.3% |
| 7D | -0.9% | +1.0% | -1.9% | -2.5% |
| 30D | +4.0% | -0.2% | +4.2% | +4.3% |
| 3M | +0.9% | +4.5% | -3.7% | -6.4% |
| 6M | -12.8% | +14.1% | -26.9% | -29.5% |
| YTD | -13.5% | +14.8% | -28.2% | -30.6% |
| 1Y | -20.2% | +21.2% | -41.4% | -41.4% |
| 3Y | -63.1% | +76.6% | -139.7% | -85.0% |
| All | -63.1% | +76.6% | -139.7% | -85.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling