+193.3%
VGZ price history and return analytics
+222.7%
-29.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -2.8% |
| 7D | -2.6% | +2.9% | -5.5% | -4.9% |
| 30D | +1.9% | -2.5% | +4.4% | +4.1% |
| 3M | +13.8% | -3.3% | +17.1% | +17.4% |
| 6M | +10.5% | +1.5% | +8.9% | +10.3% |
| YTD | +34.0% | +11.4% | +22.7% | +26.5% |
| 1Y | +55.3% | +11.9% | +43.4% | +46.2% |
| 3Y | +780.0% | +73.9% | +706.1% | +510.3% |
| 5Y | +252.0% | +57.9% | +194.1% | +158.2% |
| All | +193.3% | +222.7% | -29.4% | +22.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling