+19.8%
VTS price history and return analytics
+87.7%
-68.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.5% |
| 7D | -3.8% | -0.1% | -3.7% | -4.0% |
| 30D | -14.0% | -3.1% | -10.9% | -12.5% |
| 3M | -5.8% | -3.5% | -2.3% | -3.9% |
| 6M | -12.3% | +0.5% | -12.8% | -13.8% |
| YTD | -17.1% | +10.8% | -27.8% | -25.7% |
| 1Y | -22.7% | +11.9% | -34.6% | -31.6% |
| 3Y | -11.4% | +73.0% | -84.4% | -50.3% |
| All | +19.8% | +87.7% | -68.0% | -36.2% |
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