+32.5%
VEGI price history and return analytics
+75.3%
-42.8%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.4% |
| 7D | +0.5% | +1.0% | -0.5% | -0.1% |
| 30D | +9.5% | -0.2% | +9.7% | +9.6% |
| 3M | +13.0% | +4.5% | +8.5% | +9.6% |
| 6M | +9.1% | +14.1% | -5.0% | -0.7% |
| YTD | +27.3% | +14.8% | +12.5% | +15.3% |
| 1Y | +23.4% | +21.2% | +2.2% | +7.2% |
| All | +32.5% | +75.3% | -42.8% | -15.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling