+137.7%
VAL price history and return analytics
+60.6%
+77.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +1.7% | -9.7% | -10.0% |
| 7D | -18.6% | -0.3% | -18.3% | -18.5% |
| 30D | -0.9% | -1.4% | +0.6% | +0.4% |
| 3M | +5.9% | -1.4% | +7.3% | +7.0% |
| 6M | -19.3% | +5.5% | -24.7% | -25.5% |
| YTD | +64.2% | +12.8% | +51.4% | +38.9% |
| 1Y | +51.2% | +15.4% | +35.8% | +24.3% |
| 3Y | +19.7% | +76.9% | -57.1% | -38.8% |
| 5Y | +137.7% | +60.4% | +77.3% | +44.0% |
| All | +137.7% | +60.6% | +77.1% | +44.0% |
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 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