+195.1%
VALU price history and return analytics
+363.9%
-168.8%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.7% | -5.7% | -5.2% |
| 7D | +6.6% | -0.3% | +6.9% | +6.7% |
| 30D | +10.3% | -1.4% | +11.7% | +11.2% |
| 3M | +26.9% | -1.4% | +28.3% | +27.9% |
| 6M | +31.0% | +5.5% | +25.5% | +25.0% |
| YTD | +19.7% | +12.8% | +6.9% | +8.3% |
| 1Y | +25.2% | +15.4% | +9.8% | +11.2% |
| 3Y | +18.2% | +76.9% | -58.7% | -23.7% |
| 5Y | +48.7% | +60.4% | -11.7% | +4.2% |
| 10Y | +235.9% | +232.8% | +3.1% | +53.0% |
| All | +195.1% | +363.9% | -168.8% | +4.4% |
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