+1,192.2%
VCTR price history and return analytics
+150.5%
+1,041.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.3% |
| 7D | +10.7% | +2.9% | +7.8% | +7.1% |
| 30D | +13.6% | -2.5% | +16.1% | +17.3% |
| 3M | +7.5% | -3.3% | +10.9% | +12.2% |
| 6M | +44.4% | +1.5% | +42.8% | +41.7% |
| YTD | +100.7% | +11.4% | +89.3% | +76.2% |
| 1Y | +100.8% | +11.9% | +88.9% | +75.2% |
| 3Y | +340.1% | +73.9% | +266.2% | +133.2% |
| 5Y | +270.7% | +57.9% | +212.9% | +121.2% |
| All | +1,192.2% | +150.5% | +1,041.6% | +382.2% |
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 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