-47.9%
VYGR vs VT
+57.5%
-105.4%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.5% | -7.6% | -7.3% |
| 7D | 0.0% | -0.1% | +0.1% | +0.6% |
| 30D | -25.3% | -3.1% | -22.2% | -21.1% |
| 3M | -42.3% | -3.5% | -38.8% | -38.7% |
| 6M | -54.8% | +0.5% | -55.3% | -54.7% |
| YTD | -53.4% | +10.8% | -64.2% | -59.8% |
| 1Y | -57.0% | +11.9% | -68.9% | -63.5% |
| 3Y | -71.2% | +73.0% | -144.2% | -86.7% |
| 5Y | -47.9% | +58.6% | -106.5% | -72.1% |
| All | -47.9% | +57.5% | -105.4% | -72.1% |
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