+181.4%
VALU price history and return analytics
+222.7%
-41.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.2% | -1.2% |
| 7D | -7.9% | +2.9% | -10.8% | -10.7% |
| 30D | -7.2% | -2.5% | -4.7% | -5.0% |
| 3M | +7.2% | -3.3% | +10.5% | +10.4% |
| 6M | +22.1% | +1.5% | +20.6% | +18.4% |
| YTD | +9.8% | +11.4% | -1.5% | -4.9% |
| 1Y | +15.0% | +11.9% | +3.1% | -1.0% |
| 3Y | +0.4% | +73.9% | -73.5% | -49.3% |
| 5Y | +11.7% | +57.9% | -46.2% | -36.8% |
| All | +181.4% | +222.7% | -41.3% | -24.2% |
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