+28.1%
VB price history and return analytics
+53.2%
-25.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.1% | 0.0% | +0.6% |
| 7D | -3.6% | -4.2% | +0.5% | +1.1% |
| 30D | -2.4% | -5.8% | +3.4% | +4.4% |
| 3M | -6.0% | -5.2% | -0.8% | -0.1% |
| 6M | -0.4% | +0.1% | -0.5% | -0.8% |
| YTD | +11.2% | +8.2% | +2.9% | +0.9% |
| 1Y | +13.3% | +10.1% | +3.2% | +0.8% |
| 3Y | +58.1% | +69.7% | -11.5% | -14.9% |
| 5Y | +28.1% | +53.4% | -25.2% | -21.0% |
| All | +28.1% | +53.2% | -25.0% | -21.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling