+116.7%
VAL price history and return analytics
+53.4%
+63.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +2.9% | +2.9% |
| 7D | -24.3% | -2.3% | -21.9% | -22.2% |
| 30D | -2.5% | -5.0% | +2.4% | +3.0% |
| 3M | +3.3% | -4.9% | +8.2% | +8.9% |
| 6M | -14.0% | -1.5% | -12.5% | -13.7% |
| YTD | +58.3% | +8.5% | +49.8% | +40.2% |
| 1Y | +47.5% | +11.4% | +36.1% | +26.5% |
| 3Y | +19.1% | +70.1% | -50.9% | -36.2% |
| All | +116.7% | +53.4% | +63.3% | +36.1% |
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