+30.2%
VGSR price history and return analytics
+67.1%
-36.9%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.6% | +0.5% |
| 7D | +2.2% | +0.4% | +1.8% | +1.9% |
| 30D | +6.1% | -2.6% | +8.7% | +7.7% |
| 3M | -1.9% | -3.2% | +1.3% | -0.1% |
| 6M | +1.8% | +0.9% | +0.9% | +0.9% |
| YTD | +11.3% | +11.3% | 0.0% | +3.5% |
| 1Y | +10.5% | +14.0% | -3.5% | +1.2% |
| All | +30.2% | +67.1% | -36.9% | -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