+12.6%
VTMX price history and return analytics
+75.3%
-62.7%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.7% |
| 7D | -3.2% | -1.1% | -2.1% | -2.3% |
| 30D | -2.9% | -1.0% | -2.0% | -2.2% |
| 3M | -0.3% | +3.2% | -3.5% | -3.0% |
| 6M | +3.1% | +12.5% | -9.4% | -7.1% |
| YTD | +11.5% | +14.1% | -2.6% | -0.5% |
| 1Y | +21.8% | +18.9% | +2.9% | +4.8% |
| 3Y | -1.6% | +74.1% | -75.6% | -46.1% |
| All | +12.6% | +75.3% | -62.7% | -37.8% |
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