+41.9%
VTS price history and return analytics
+94.5%
-52.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.8% |
| 7D | +2.2% | +1.0% | +1.2% | +1.5% |
| 30D | +14.1% | -0.2% | +14.3% | +14.2% |
| 3M | +3.8% | +4.5% | -0.8% | -0.2% |
| 6M | -3.2% | +14.1% | -17.2% | -14.4% |
| YTD | -1.8% | +14.8% | -16.5% | -13.7% |
| 1Y | -22.5% | +21.2% | -43.7% | -35.8% |
| 3Y | -3.8% | +76.6% | -80.4% | -46.2% |
| All | +41.9% | +94.5% | -52.6% | -25.8% |
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 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