+436.7%
VBK price history and return analytics
+345.0%
+91.7%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -4.1% | -1.3% | -1.0% |
| 7D | -6.7% | -4.2% | -2.6% | -2.4% |
| 30D | -9.0% | -5.8% | -3.2% | -2.9% |
| 3M | -10.4% | -5.2% | -5.2% | -5.0% |
| 6M | -7.3% | +0.1% | -7.4% | -7.2% |
| YTD | +5.0% | +8.2% | -3.3% | -3.0% |
| 1Y | +5.5% | +10.1% | -4.6% | -4.2% |
| 3Y | +53.9% | +69.7% | -15.7% | -10.0% |
| 5Y | +7.0% | +53.4% | -46.4% | -29.3% |
| 10Y | +176.9% | +219.2% | -42.3% | -9.7% |
| All | +436.7% | +345.0% | +91.7% | +24.3% |
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