+182.9%
VNOM price history and return analytics
+232.4%
-49.5%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | 0.0% |
| 7D | -0.1% | -2.0% | +1.9% | +2.1% |
| 30D | +6.3% | -1.4% | +7.7% | +7.8% |
| 3M | +1.7% | +4.7% | -3.0% | -4.2% |
| 6M | +7.3% | +11.4% | -4.1% | -7.0% |
| YTD | +21.0% | +13.1% | +8.0% | +2.9% |
| 1Y | +21.0% | +19.0% | +2.0% | -3.3% |
| 3Y | +85.2% | +73.9% | +11.3% | -6.0% |
| 5Y | +225.3% | +65.4% | +159.9% | +73.0% |
| 10Y | +412.2% | +225.4% | +186.8% | +42.7% |
| All | +182.9% | +232.4% | -49.5% | -23.7% |
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 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