-98.6%
VATE price history and return analytics
+563.7%
-662.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | +0.5% |
| 7D | +0.7% | +0.4% | +0.4% | +0.5% |
| 30D | -24.9% | -2.6% | -22.3% | -22.8% |
| 3M | -55.2% | -3.2% | -52.0% | -53.6% |
| 6M | -53.8% | +0.9% | -54.7% | -53.9% |
| YTD | +19.9% | +11.3% | +8.6% | +9.2% |
| 1Y | -4.6% | +14.0% | -18.6% | -15.2% |
| 3Y | -49.3% | +75.8% | -125.2% | -69.2% |
| 5Y | -88.4% | +57.8% | -146.2% | -92.1% |
| 10Y | -98.7% | +219.8% | -318.5% | -99.4% |
| All | -98.6% | +563.7% | -662.3% | -99.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling