+77.9%
VGI price history and return analytics
+351.3%
-273.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.5% |
| 7D | +0.1% | -0.7% | +0.8% | +0.4% |
| 30D | +3.9% | -1.7% | +5.7% | +4.6% |
| 3M | -4.1% | -2.3% | -1.8% | -3.2% |
| 6M | -2.9% | +1.5% | -4.4% | -3.8% |
| YTD | -2.1% | +12.0% | -14.2% | -7.4% |
| 1Y | -0.9% | +12.9% | -13.7% | -6.6% |
| 3Y | +41.7% | +74.9% | -33.2% | +8.0% |
| 5Y | +5.5% | +59.9% | -54.4% | -16.8% |
| 10Y | +47.9% | +224.6% | -176.7% | -15.9% |
| All | +77.9% | +351.3% | -273.4% | -7.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling