-3.7%
VNT price history and return analytics
+129.9%
-133.6%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.9% | +2.0% | +1.9% |
| 7D | -3.4% | -1.1% | -2.3% | -2.1% |
| 30D | -3.7% | -1.0% | -2.7% | -2.5% |
| 3M | +12.3% | +3.2% | +9.1% | +8.3% |
| 6M | -14.6% | +12.5% | -27.1% | -25.7% |
| YTD | -13.3% | +14.1% | -27.3% | -25.8% |
| 1Y | -25.4% | +18.9% | -44.3% | -39.1% |
| 3Y | +7.3% | +74.1% | -66.7% | -42.6% |
| 5Y | -9.9% | +66.9% | -76.7% | -50.9% |
| All | -3.7% | +129.9% | -133.6% | -48.5% |
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