-18.4%
VGZ price history and return analytics
+346.0%
-364.4%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.2% | +1.3% |
| 7D | +10.4% | -2.3% | +12.8% | +12.3% |
| 30D | +4.2% | -5.0% | +9.1% | +8.1% |
| 3M | +35.5% | -4.9% | +40.3% | +40.9% |
| 6M | +22.2% | -1.5% | +23.8% | +24.8% |
| YTD | +39.6% | +8.5% | +31.1% | +35.1% |
| 1Y | +70.8% | +11.4% | +59.4% | +62.6% |
| 3Y | +663.9% | +70.1% | +593.8% | +450.6% |
| 5Y | +243.7% | +53.7% | +190.0% | +163.1% |
| 10Y | +161.9% | +220.0% | -58.1% | +24.7% |
| All | -18.4% | +346.0% | -364.4% | -81.8% |
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 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