-55.3%
VTVT price history and return analytics
+65.7%
-121.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.5% | -0.5% |
| 7D | -4.1% | -1.1% | -3.0% | -3.1% |
| 30D | +0.6% | -1.0% | +1.6% | +1.6% |
| 3M | +1.2% | +3.2% | -2.0% | -2.0% |
| 6M | -8.9% | +12.5% | -21.4% | -18.8% |
| YTD | -20.1% | +14.1% | -34.1% | -29.6% |
| 1Y | +59.4% | +18.9% | +40.5% | +34.5% |
| 3Y | +65.1% | +74.1% | -9.0% | -1.7% |
| All | -55.3% | +65.7% | -121.0% | -70.7% |
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 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