-98.8%
VATE price history and return analytics
+217.6%
-316.4%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.5% | -5.2% | -5.1% |
| 7D | -8.9% | -0.1% | -8.8% | -8.6% |
| 30D | -29.2% | -3.1% | -26.2% | -26.0% |
| 3M | -28.3% | -3.5% | -24.8% | -24.5% |
| 6M | -56.4% | +0.5% | -56.9% | -56.4% |
| YTD | +13.1% | +10.8% | +2.3% | -0.7% |
| 1Y | -7.1% | +11.9% | -19.0% | -19.6% |
| 3Y | -55.2% | +73.0% | -128.1% | -77.8% |
| 5Y | -89.1% | +58.6% | -147.7% | -93.8% |
| 10Y | -98.8% | +219.2% | -318.0% | -99.7% |
| All | -98.8% | +217.6% | -316.4% | -99.7% |
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