+209.6%
VALU price history and return analytics
+215.5%
-6.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.2% | -4.4% | -4.5% |
| 7D | +0.3% | -2.3% | +2.6% | +2.6% |
| 30D | -3.9% | -5.0% | +1.1% | +1.1% |
| 3M | +18.2% | -4.9% | +23.1% | +23.9% |
| 6M | +24.2% | -1.5% | +25.7% | +24.4% |
| YTD | +14.3% | +8.5% | +5.8% | +1.8% |
| 1Y | +20.3% | +11.4% | +8.9% | +3.9% |
| 3Y | +12.8% | +70.1% | -57.3% | -41.8% |
| 5Y | +22.5% | +53.7% | -31.2% | -28.6% |
| All | +209.6% | +215.5% | -6.0% | -11.2% |
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