-96.4%
VTGN price history and return analytics
+74.2%
-170.6%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.8% |
| 7D | -4.0% | -0.1% | -3.9% | -3.9% |
| 30D | -7.7% | -0.7% | -7.0% | -6.7% |
| 3M | -55.6% | +4.0% | -59.6% | -58.3% |
| 6M | -61.3% | +12.3% | -73.6% | -67.0% |
| YTD | -63.6% | +14.0% | -77.7% | -69.6% |
| 1Y | -93.4% | +20.3% | -113.7% | -94.6% |
| All | -96.4% | +74.2% | -170.6% | -98.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling