+47.5%
VAL price history and return analytics
+10.5%
+37.0%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +2.9% | +3.1% |
| 7D | -24.3% | -2.3% | -21.9% | -23.2% |
| 30D | -2.5% | -5.0% | +2.4% | 0.0% |
| 3M | +3.3% | -4.9% | +8.2% | +5.9% |
| 6M | -14.0% | -1.5% | -12.5% | -13.9% |
| YTD | +58.3% | +8.5% | +49.8% | +47.5% |
| 1Y | +47.5% | +11.4% | +36.1% | +34.0% |
| All | +47.5% | +10.5% | +37.0% | +34.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling