-79.1%
VALN price history and return analytics
+66.7%
-145.8%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.6% |
| 7D | +1.1% | -2.3% | +3.4% | +3.7% |
| 30D | -6.1% | -5.0% | -1.2% | -0.3% |
| 3M | +6.4% | -4.9% | +11.2% | +12.7% |
| 6M | +1.8% | -1.5% | +3.4% | +3.1% |
| YTD | -37.5% | +8.5% | -46.0% | -44.7% |
| 1Y | -38.1% | +11.4% | -49.5% | -47.1% |
| 3Y | -55.2% | +70.1% | -125.3% | -77.9% |
| 5Y | -86.4% | +53.7% | -140.2% | -93.1% |
| All | -79.1% | +66.7% | -145.8% | -90.2% |
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