+311.9%
VLGEA price history and return analytics
+364.8%
-52.9%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.6% |
| 7D | -1.1% | -2.0% | +0.9% | +0.1% |
| 30D | +3.4% | -1.4% | +4.8% | +4.3% |
| 3M | +4.9% | +4.7% | +0.2% | +1.7% |
| 6M | +8.7% | +11.4% | -2.7% | +0.7% |
| YTD | +23.3% | +13.1% | +10.2% | +12.9% |
| 1Y | +18.7% | +19.0% | -0.3% | +5.0% |
| 3Y | +110.9% | +73.9% | +37.0% | +44.4% |
| 5Y | +139.3% | +65.4% | +73.9% | +66.6% |
| 10Y | +104.7% | +225.4% | -120.7% | -15.9% |
| All | +311.9% | +364.8% | -52.9% | +33.1% |
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