-98.5%
VATE price history and return analytics
+226.9%
-325.3%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.9% | +5.1% | +5.4% |
| 7D | -5.1% | -2.0% | -3.1% | -2.5% |
| 30D | -5.5% | -1.4% | -4.1% | -3.6% |
| 3M | -55.9% | +4.7% | -60.6% | -58.3% |
| 6M | +44.2% | +11.4% | +32.8% | +25.3% |
| YTD | +56.6% | +13.1% | +43.6% | +33.3% |
| 1Y | +44.5% | +19.0% | +25.5% | +13.8% |
| 3Y | -51.8% | +73.9% | -125.8% | -76.4% |
| 5Y | -80.3% | +65.4% | -145.7% | -89.5% |
| All | -98.5% | +226.9% | -325.3% | -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