+43.4%
VTS price history and return analytics
+93.2%
-49.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.5% |
| 7D | +3.4% | -0.1% | +3.5% | +3.5% |
| 30D | +12.8% | -0.7% | +13.5% | +13.3% |
| 3M | +5.8% | +4.0% | +1.8% | +2.1% |
| 6M | -3.5% | +12.3% | -15.8% | -13.6% |
| YTD | -0.7% | +14.0% | -14.7% | -12.4% |
| 1Y | -21.5% | +20.3% | -41.8% | -34.6% |
| 3Y | -2.8% | +75.4% | -78.2% | -45.4% |
| All | +43.4% | +93.2% | -49.9% | -24.7% |
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