-19.6%
VAC price history and return analytics
+66.2%
-85.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.4% | -3.2% |
| 7D | +3.4% | +1.0% | +2.4% | +1.9% |
| 30D | -17.1% | -0.2% | -16.8% | -16.6% |
| 3M | +14.4% | +4.5% | +9.9% | +6.9% |
| 6M | +46.7% | +14.1% | +32.7% | +20.5% |
| YTD | +81.5% | +14.8% | +66.7% | +47.4% |
| 1Y | +37.0% | +21.2% | +15.8% | +3.2% |
| 3Y | +11.6% | +76.6% | -65.0% | -48.3% |
| 5Y | -19.6% | +66.6% | -86.2% | -58.3% |
| All | -19.6% | +66.2% | -85.9% | -58.3% |
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