+15.8%
VEL price history and return analytics
+75.6%
-59.8%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.2% | -2.6% |
| 7D | -2.3% | -0.7% | -1.6% | -2.1% |
| 30D | +12.4% | -1.7% | +14.2% | +13.3% |
| 3M | -10.3% | -2.3% | -7.9% | -9.3% |
| 6M | -4.6% | +1.5% | -6.1% | -5.8% |
| YTD | -21.1% | +12.0% | -33.2% | -26.4% |
| 1Y | -12.0% | +12.9% | -24.9% | -18.3% |
| All | +15.8% | +75.6% | -59.8% | -69.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling