-73.9%
VALN price history and return analytics
+77.2%
-151.1%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | +7.2% | +0.4% | +6.7% | +6.6% |
| 30D | +31.7% | +1.0% | +30.8% | +30.2% |
| 3M | +21.5% | +2.4% | +19.1% | +17.7% |
| 6M | -37.2% | +12.0% | -49.2% | -46.3% |
| YTD | -21.9% | +15.3% | -37.2% | -35.6% |
| 1Y | -22.1% | +22.6% | -44.6% | -40.8% |
| 3Y | -50.6% | +74.7% | -125.2% | -76.2% |
| 5Y | -85.6% | +66.1% | -151.8% | -93.3% |
| All | -73.9% | +77.2% | -151.1% | -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 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