+67.1%
VZ vs VT
+214.8%
-147.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.1% | +4.0% | +1.3% |
| 7D | +5.6% | -4.2% | +9.8% | +7.1% |
| 30D | +1.9% | -5.8% | +7.7% | +3.8% |
| 3M | +0.8% | -5.2% | +6.0% | +2.5% |
| 6M | +0.6% | +0.1% | +0.5% | 0.0% |
| YTD | +20.8% | +8.2% | +12.5% | +16.2% |
| 1Y | +23.9% | +10.1% | +13.8% | +18.4% |
| 3Y | +55.7% | +69.7% | -14.0% | +22.7% |
| 5Y | +21.5% | +53.4% | -31.8% | -0.8% |
| All | +67.1% | +214.8% | -147.7% | -7.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling