+170.8%
VB price history and return analytics
+221.8%
-50.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.3% |
| 7D | +2.0% | +2.4% | -0.4% | -0.7% |
| 30D | +2.7% | -1.5% | +4.2% | +4.4% |
| 3M | -5.3% | -4.1% | -1.2% | -0.7% |
| 6M | +2.6% | +0.6% | +2.0% | +1.7% |
| YTD | +14.0% | +11.0% | +3.0% | +0.8% |
| 1Y | +17.9% | +13.3% | +4.6% | +1.8% |
| 3Y | +65.9% | +73.4% | -7.4% | -11.5% |
| 5Y | +32.1% | +57.4% | -25.3% | -20.8% |
| All | +170.8% | +221.8% | -50.9% | -26.4% |
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 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