+266.0%
VAL price history and return analytics
+76.3%
+189.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | +0.5% | +0.4% | +0.1% | -0.1% |
| 30D | +12.7% | +1.0% | +11.7% | +11.3% |
| 3M | -6.6% | +2.4% | -9.0% | -9.8% |
| 6M | -8.2% | +12.0% | -20.2% | -21.7% |
| YTD | +72.1% | +15.3% | +56.8% | +42.1% |
| 1Y | +72.6% | +22.6% | +50.0% | +32.1% |
| 3Y | +13.7% | +74.7% | -61.0% | -41.9% |
| 5Y | +188.5% | +66.1% | +122.3% | +63.4% |
| All | +266.0% | +76.3% | +189.7% | +86.9% |
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