+487.8%
VDC price history and return analytics
+346.0%
+141.8%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | +1.3% | -2.3% | +3.6% | +2.5% |
| 30D | +10.8% | -5.0% | +15.7% | +13.6% |
| 3M | +6.9% | -4.9% | +11.8% | +9.6% |
| 6M | +7.6% | -1.5% | +9.1% | +7.8% |
| YTD | +18.1% | +8.5% | +9.6% | +12.1% |
| 1Y | +21.4% | +11.4% | +10.0% | +13.5% |
| 3Y | +44.3% | +70.1% | -25.7% | +6.1% |
| 5Y | +45.1% | +53.7% | -8.6% | +11.8% |
| 10Y | +137.2% | +220.0% | -82.8% | +22.1% |
| All | +487.8% | +346.0% | +141.8% | +136.7% |
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