+19.5%
VTS price history and return analytics
+88.6%
-69.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.6% | -2.3% | -1.3% |
| 7D | -14.0% | +0.4% | -14.3% | -14.4% |
| 30D | -14.2% | -2.6% | -11.6% | -12.9% |
| 3M | -3.9% | -3.2% | -0.6% | -2.2% |
| 6M | -12.5% | +0.9% | -13.4% | -14.2% |
| YTD | -17.2% | +11.3% | -28.5% | -26.1% |
| 1Y | -22.5% | +14.0% | -36.5% | -32.6% |
| 3Y | -10.2% | +75.8% | -86.0% | -50.3% |
| All | +19.5% | +88.6% | -69.1% | -36.5% |
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