-99.8%
VTGN price history and return analytics
+222.7%
-322.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.7% | -4.4% |
| 7D | +5.9% | +2.9% | +3.0% | +2.1% |
| 30D | -14.3% | -2.5% | -11.8% | -10.8% |
| 3M | -30.8% | -3.3% | -27.4% | -27.7% |
| 6M | -71.0% | +1.5% | -72.5% | -72.4% |
| YTD | -72.7% | +11.4% | -84.1% | -77.3% |
| 1Y | -95.6% | +11.9% | -107.5% | -96.2% |
| 3Y | -93.0% | +73.9% | -166.9% | -96.9% |
| 5Y | -99.7% | +57.9% | -157.6% | -99.8% |
| All | -99.8% | +222.7% | -322.5% | -100.0% |
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