-1.8%
VYGR vs VT
+65.7%
-67.5%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -3.5% |
| 7D | -8.2% | -0.1% | -8.1% | -8.0% |
| 30D | +2.5% | -0.7% | +3.2% | +3.5% |
| 3M | -5.2% | +4.0% | -9.2% | -10.8% |
| 6M | -20.9% | +12.3% | -33.2% | -33.6% |
| YTD | -17.3% | +14.0% | -31.3% | -31.9% |
| 1Y | -19.0% | +20.3% | -39.3% | -38.3% |
| 3Y | -64.8% | +75.4% | -140.2% | -83.9% |
| 5Y | -1.8% | +66.0% | -67.8% | -51.5% |
| All | -1.8% | +65.7% | -67.5% | -51.5% |
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