-99.8%
VTGN price history and return analytics
+226.9%
-326.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +1.2% |
| 7D | -4.0% | -2.0% | -2.0% | -1.2% |
| 30D | -11.1% | -1.4% | -9.7% | -9.1% |
| 3M | -55.6% | +4.7% | -60.3% | -59.2% |
| 6M | -60.7% | +11.4% | -72.0% | -66.9% |
| YTD | -63.6% | +13.1% | -76.7% | -70.2% |
| 1Y | -93.3% | +19.0% | -112.3% | -94.6% |
| 3Y | -96.4% | +73.9% | -170.4% | -98.4% |
| 5Y | -99.7% | +65.4% | -165.1% | -99.9% |
| All | -99.8% | +226.9% | -326.7% | -99.9% |
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