-29.6%
VGLT price history and return analytics
+66.2%
-95.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | 0.0% |
| 7D | +0.4% | +1.0% | -0.6% | +0.3% |
| 30D | -0.2% | -0.2% | 0.0% | -0.2% |
| 3M | -1.3% | +4.5% | -5.9% | -1.8% |
| 6M | -4.3% | +14.1% | -18.3% | -5.5% |
| YTD | -2.5% | +14.8% | -17.2% | -3.7% |
| 1Y | -3.3% | +21.2% | -24.4% | -4.9% |
| 3Y | +2.2% | +76.6% | -74.4% | -2.9% |
| 5Y | -29.6% | +66.6% | -96.2% | -35.4% |
| All | -29.6% | +66.2% | -95.8% | -35.4% |
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