+95.4%
VYMI vs VT
+66.2%
+29.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.4% |
| 7D | +0.9% | +1.0% | -0.1% | +0.2% |
| 30D | +1.1% | -0.2% | +1.3% | +1.3% |
| 3M | +9.4% | +4.5% | +4.9% | +5.6% |
| 6M | +14.5% | +14.1% | +0.5% | +3.2% |
| YTD | +20.4% | +14.8% | +5.6% | +8.0% |
| 1Y | +30.2% | +21.2% | +9.0% | +11.9% |
| 3Y | +93.3% | +76.6% | +16.7% | +23.2% |
| 5Y | +95.4% | +66.6% | +28.9% | +28.7% |
| All | +95.4% | +66.2% | +29.2% | +28.7% |
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