+240.4%
VCR price history and return analytics
+229.8%
+10.6%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | 0.0% |
| 7D | -1.8% | -1.1% | -0.7% | -0.6% |
| 30D | -4.1% | -1.0% | -3.1% | -3.0% |
| 3M | -2.8% | +3.2% | -6.0% | -6.3% |
| 6M | +1.9% | +12.5% | -10.5% | -11.2% |
| YTD | -3.1% | +14.1% | -17.2% | -17.0% |
| 1Y | -3.0% | +18.9% | -21.9% | -20.8% |
| 3Y | +34.4% | +74.1% | -39.7% | -28.3% |
| 5Y | +24.9% | +66.9% | -41.9% | -29.2% |
| All | +240.4% | +229.8% | +10.6% | +2.0% |
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 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