+1,045.3%
VCTR price history and return analytics
+156.6%
+888.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -1.7% |
| 7D | -2.6% | -1.1% | -1.5% | -1.3% |
| 30D | -4.7% | -1.0% | -3.7% | -3.5% |
| 3M | +28.2% | +3.2% | +25.1% | +23.4% |
| 6M | +64.6% | +12.5% | +52.1% | +42.6% |
| YTD | +77.9% | +14.1% | +63.8% | +51.5% |
| 1Y | +60.0% | +18.9% | +41.1% | +29.4% |
| 3Y | +255.6% | +74.1% | +181.5% | +87.5% |
| 5Y | +288.1% | +66.9% | +221.3% | +117.0% |
| All | +1,045.3% | +156.6% | +888.7% | +314.5% |
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