+502.9%
VBR price history and return analytics
+368.8%
+134.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.5% |
| 7D | -1.5% | -0.1% | -1.3% | -1.3% |
| 30D | -2.9% | -0.7% | -2.3% | -2.3% |
| 3M | +2.3% | +4.0% | -1.7% | -2.0% |
| 6M | +10.6% | +12.3% | -1.7% | -2.4% |
| YTD | +15.4% | +14.0% | +1.4% | +0.2% |
| 1Y | +18.0% | +20.3% | -2.3% | -3.1% |
| 3Y | +56.8% | +75.4% | -18.6% | -12.6% |
| 5Y | +56.3% | +66.0% | -9.7% | -7.5% |
| 10Y | +173.0% | +228.2% | -55.2% | -17.3% |
| All | +502.9% | +368.8% | +134.1% | +28.3% |
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