-52.2%
VATE price history and return analytics
+76.6%
-128.8%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.5% | -5.0% | -4.8% |
| 7D | -2.2% | +1.0% | -3.2% | -3.6% |
| 30D | -41.9% | -0.2% | -41.7% | -41.6% |
| 3M | -63.2% | +4.5% | -67.7% | -65.2% |
| 6M | +47.1% | +14.1% | +33.0% | +22.3% |
| YTD | +55.5% | +14.8% | +40.8% | +28.0% |
| 1Y | +32.6% | +21.2% | +11.4% | -1.1% |
| 3Y | -52.2% | +76.6% | -128.7% | -76.8% |
| All | -52.2% | +76.6% | -128.8% | -76.8% |
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 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