+193.9%
VALU price history and return analytics
+224.4%
-30.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.1% | -4.0% | -4.1% |
| 7D | -6.5% | -0.7% | -5.8% | -6.0% |
| 30D | -3.6% | -1.7% | -1.8% | -2.2% |
| 3M | +4.6% | -2.3% | +6.9% | +6.6% |
| 6M | +22.8% | +1.5% | +21.2% | +19.0% |
| YTD | +11.9% | +12.0% | -0.1% | -3.7% |
| 1Y | +15.7% | +12.9% | +2.8% | -1.4% |
| 3Y | +2.3% | +74.9% | -72.7% | -48.7% |
| 5Y | +17.9% | +59.9% | -42.0% | -34.3% |
| 10Y | +193.9% | +224.6% | -30.7% | -19.1% |
| All | +193.9% | +224.4% | -30.5% | -19.1% |
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