+11.6%
VC price history and return analytics
+214.8%
-203.2%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.1% | +0.6% | +2.2% |
| 7D | +5.8% | -4.2% | +10.0% | +12.3% |
| 30D | -13.2% | -5.8% | -7.4% | -5.7% |
| 3M | -25.5% | -5.2% | -20.2% | -19.8% |
| 6M | -29.2% | +0.1% | -29.4% | -29.5% |
| YTD | -17.6% | +8.2% | -25.9% | -26.6% |
| 1Y | -26.2% | +10.1% | -36.3% | -35.8% |
| 3Y | -31.7% | +69.7% | -101.4% | -68.2% |
| 5Y | -36.4% | +53.4% | -89.8% | -64.9% |
| All | +11.6% | +214.8% | -203.2% | -73.2% |
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