+152.3%
VGZ price history and return analytics
+215.5%
-63.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.2% | +1.3% |
| 7D | +10.4% | -2.3% | +12.8% | +12.6% |
| 30D | +4.2% | -5.0% | +9.1% | +8.7% |
| 3M | +35.5% | -4.9% | +40.3% | +41.8% |
| 6M | +22.2% | -1.5% | +23.8% | +25.2% |
| YTD | +39.6% | +8.5% | +31.1% | +34.6% |
| 1Y | +70.8% | +11.4% | +59.4% | +61.9% |
| 3Y | +663.9% | +70.1% | +593.8% | +438.9% |
| 5Y | +243.7% | +53.7% | +190.0% | +157.4% |
| All | +152.3% | +215.5% | -63.2% | -1.9% |
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