+30.6%
VEL price history and return analytics
+113.5%
-82.9%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | -3.2% |
| 7D | +9.4% | +0.4% | +9.0% | +8.4% |
| 30D | +19.8% | -2.6% | +22.4% | +23.3% |
| 3M | -4.4% | -3.2% | -1.2% | -0.9% |
| 6M | -3.2% | +0.9% | -4.2% | -5.9% |
| YTD | -15.0% | +11.3% | -26.3% | -27.8% |
| 1Y | -6.7% | +14.0% | -20.7% | -23.5% |
| 3Y | +28.4% | +75.8% | -47.5% | -46.2% |
| 5Y | +33.0% | +57.8% | -24.8% | -34.4% |
| All | +30.6% | +113.5% | -82.9% | -67.6% |
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