+113.8%
VTN price history and return analytics
+345.0%
-231.2%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.1% | +4.5% | +1.2% |
| 7D | -0.2% | -4.2% | +4.0% | +0.6% |
| 30D | +5.4% | -5.8% | +11.2% | +6.6% |
| 3M | -8.8% | -5.2% | -3.5% | -7.8% |
| 6M | -6.3% | +0.1% | -6.5% | -6.4% |
| YTD | -7.4% | +8.2% | -15.6% | -9.0% |
| 1Y | -1.7% | +10.1% | -11.8% | -3.7% |
| 3Y | +35.7% | +69.7% | -33.9% | +21.6% |
| 5Y | -2.6% | +53.4% | -56.0% | -11.5% |
| 10Y | +21.9% | +219.2% | -197.3% | -5.0% |
| All | +113.8% | +345.0% | -231.2% | +49.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling