+36.9%
VEGI price history and return analytics
+65.7%
-28.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | +0.3% |
| 7D | -1.6% | -0.1% | -1.5% | -1.6% |
| 30D | +8.9% | -0.7% | +9.6% | +9.4% |
| 3M | +12.4% | +4.0% | +8.4% | +9.1% |
| 6M | +7.8% | +12.3% | -4.5% | -1.4% |
| YTD | +27.0% | +14.0% | +13.0% | +14.8% |
| 1Y | +24.1% | +20.3% | +3.8% | +7.5% |
| 3Y | +33.0% | +75.4% | -42.4% | -14.5% |
| 5Y | +36.9% | +66.0% | -29.1% | -9.2% |
| All | +36.9% | +65.7% | -28.8% | -9.2% |
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 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