+0.4%
VTN price history and return analytics
+53.4%
-53.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.8% |
| 7D | +2.9% | -2.3% | +5.2% | +3.4% |
| 30D | +11.5% | -5.0% | +16.4% | +12.7% |
| 3M | -6.6% | -4.9% | -1.8% | -5.6% |
| 6M | -4.4% | -1.5% | -2.9% | -4.1% |
| YTD | -4.7% | +8.5% | -13.2% | -6.5% |
| 1Y | +0.6% | +11.4% | -10.8% | -1.8% |
| 3Y | +39.0% | +70.1% | -31.0% | +23.5% |
| All | +0.4% | +53.4% | -53.0% | -10.3% |
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 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