-56.1%
VATE price history and return analytics
+74.0%
-130.1%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.3% | -5.7% | -5.5% |
| 7D | -13.1% | +2.4% | -15.5% | -15.9% |
| 30D | -23.5% | -1.5% | -21.9% | -21.4% |
| 3M | -39.1% | -4.1% | -35.0% | -34.9% |
| 6M | -61.1% | +0.6% | -61.7% | -61.0% |
| YTD | +1.1% | +11.0% | -9.9% | -12.3% |
| 1Y | -18.4% | +13.3% | -31.7% | -31.4% |
| 3Y | -56.1% | +73.4% | -129.5% | -73.3% |
| All | -56.1% | +74.0% | -130.1% | -73.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling