+9.0%
VC price history and return analytics
+215.5%
-206.6%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.6% | -2.6% |
| 7D | +3.2% | -2.3% | +5.5% | +6.7% |
| 30D | -13.1% | -5.0% | -8.1% | -6.8% |
| 3M | -26.4% | -4.9% | -21.5% | -21.2% |
| 6M | -33.0% | -1.5% | -31.5% | -31.7% |
| YTD | -19.6% | +8.5% | -28.0% | -28.5% |
| 1Y | -26.3% | +11.4% | -37.7% | -36.9% |
| 3Y | -33.7% | +70.1% | -103.8% | -69.2% |
| 5Y | -37.9% | +53.7% | -91.6% | -65.8% |
| All | +9.0% | +215.5% | -206.6% | -73.9% |
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