+182.3%
VB price history and return analytics
+215.5%
-33.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.3% |
| 7D | -1.5% | -2.3% | +0.8% | +1.1% |
| 30D | -0.5% | -5.0% | +4.5% | +5.4% |
| 3M | -5.1% | -4.9% | -0.2% | +0.4% |
| 6M | -1.2% | -1.5% | +0.3% | +0.3% |
| YTD | +11.8% | +8.5% | +3.3% | +1.5% |
| 1Y | +15.6% | +11.4% | +4.2% | +1.8% |
| 3Y | +60.8% | +70.1% | -9.2% | -12.3% |
| 5Y | +28.9% | +53.7% | -24.8% | -20.6% |
| All | +182.3% | +215.5% | -33.2% | -18.5% |
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