-66.0%
VYX vs VT
+66.2%
-132.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.5% | -6.7% | -6.5% |
| 7D | -3.0% | +1.0% | -4.0% | -4.4% |
| 30D | +2.8% | -0.2% | +3.0% | +3.3% |
| 3M | +22.4% | +4.5% | +17.8% | +13.7% |
| 6M | +8.0% | +14.1% | -6.0% | -13.2% |
| YTD | -16.9% | +14.8% | -31.6% | -33.7% |
| 1Y | -35.2% | +21.2% | -56.4% | -52.6% |
| 3Y | -49.5% | +76.6% | -126.1% | -79.9% |
| 5Y | -66.0% | +66.6% | -132.6% | -84.1% |
| All | -66.0% | +66.2% | -132.2% | -84.1% |
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