+222.5%
VALU price history and return analytics
+223.7%
-1.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.6% | +1.9% | +1.7% |
| 7D | -3.4% | +0.4% | -3.7% | -4.0% |
| 30D | +1.7% | -2.6% | +4.3% | +4.2% |
| 3M | +16.0% | -3.2% | +19.2% | +19.4% |
| 6M | +29.6% | +0.9% | +28.7% | +26.5% |
| YTD | +19.4% | +11.3% | +8.0% | +3.5% |
| 1Y | +21.8% | +14.0% | +7.8% | +2.6% |
| 3Y | +9.4% | +75.8% | -66.5% | -45.5% |
| 5Y | +15.1% | +57.8% | -42.7% | -34.8% |
| 10Y | +222.5% | +219.8% | +2.7% | -10.2% |
| All | +222.5% | +223.7% | -1.2% | -10.2% |
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 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