-98.8%
VATE price history and return analytics
+224.4%
-323.2%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +2.0% | +1.6% |
| 7D | -2.9% | -0.7% | -2.2% | -1.7% |
| 30D | -24.6% | -1.7% | -22.9% | -22.5% |
| 3M | -29.6% | -2.3% | -27.3% | -27.0% |
| 6M | -57.7% | +1.5% | -59.2% | -58.2% |
| YTD | +16.6% | +12.0% | +4.5% | +0.9% |
| 1Y | -4.2% | +12.9% | -17.1% | -18.0% |
| 3Y | -53.8% | +74.9% | -128.7% | -77.4% |
| 5Y | -88.6% | +59.9% | -148.5% | -93.6% |
| 10Y | -98.8% | +224.6% | -323.5% | -99.8% |
| All | -98.8% | +224.4% | -323.2% | -99.8% |
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