-99.7%
VTGN price history and return analytics
+57.5%
-157.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.9% |
| 7D | +5.9% | -0.1% | +6.0% | +6.6% |
| 30D | -25.0% | -3.1% | -21.9% | -20.4% |
| 3M | -30.8% | -3.5% | -27.3% | -26.8% |
| 6M | -70.5% | +0.5% | -71.0% | -72.0% |
| YTD | -72.7% | +10.8% | -83.5% | -78.9% |
| 1Y | -95.5% | +11.9% | -107.4% | -96.3% |
| 3Y | -93.0% | +73.0% | -166.0% | -98.0% |
| 5Y | -99.7% | +58.6% | -158.3% | -99.9% |
| All | -99.7% | +57.5% | -157.3% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling