-95.6%
VTGN price history and return analytics
+11.9%
-107.4%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.7% | -4.6% |
| 7D | +5.9% | +2.9% | +3.0% | +3.1% |
| 30D | -14.3% | -2.5% | -11.8% | -12.3% |
| 3M | -30.8% | -3.3% | -27.4% | -28.9% |
| 6M | -71.0% | +1.5% | -72.5% | -72.6% |
| YTD | -72.7% | +11.4% | -84.1% | -79.6% |
| 1Y | -95.6% | +11.9% | -107.5% | -96.3% |
| All | -95.6% | +11.9% | -107.4% | -96.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling