+255.9%
VABK price history and return analytics
+356.5%
-100.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | +2.1% | +2.4% | -0.3% | +1.8% |
| 30D | +6.3% | -1.5% | +7.8% | +6.5% |
| 3M | +15.9% | -4.1% | +20.0% | +16.4% |
| 6M | +26.5% | +0.6% | +26.0% | +26.4% |
| YTD | +38.7% | +11.0% | +27.6% | +36.9% |
| 1Y | +38.2% | +13.3% | +24.8% | +36.1% |
| 3Y | +92.5% | +73.4% | +19.1% | +82.9% |
| 5Y | +77.7% | +57.4% | +20.2% | +69.3% |
| 10Y | +214.2% | +221.7% | -7.5% | +192.2% |
| All | +255.9% | +356.5% | -100.6% | +229.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling