+1,200.7%
VCTR price history and return analytics
+149.8%
+1,050.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +0.9% | +1.0% |
| 7D | +5.0% | +2.4% | +2.7% | +2.3% |
| 30D | +18.0% | -1.5% | +19.6% | +20.5% |
| 3M | +6.5% | -4.1% | +10.6% | +12.2% |
| 6M | +45.4% | +0.6% | +44.9% | +44.4% |
| YTD | +102.0% | +11.0% | +91.0% | +78.0% |
| 1Y | +102.8% | +13.3% | +89.4% | +74.3% |
| 3Y | +344.4% | +73.4% | +271.0% | +136.2% |
| 5Y | +273.2% | +57.4% | +215.8% | +123.4% |
| All | +1,200.7% | +149.8% | +1,050.9% | +387.0% |
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 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