-74.1%
VALN price history and return analytics
+76.3%
-150.4%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | 0.0% |
| 7D | +4.3% | +1.0% | +3.3% | +3.0% |
| 30D | +29.2% | -0.2% | +29.5% | +29.6% |
| 3M | +28.4% | +4.5% | +23.9% | +21.2% |
| 6M | -34.9% | +14.1% | -48.9% | -45.6% |
| YTD | -22.3% | +14.8% | -37.1% | -35.6% |
| 1Y | -19.6% | +21.2% | -40.8% | -38.0% |
| 3Y | -50.0% | +76.6% | -126.6% | -76.3% |
| 5Y | -87.1% | +66.6% | -153.7% | -94.0% |
| All | -74.1% | +76.3% | -150.4% | -88.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling