+29.2%
VEL price history and return analytics
+107.6%
-78.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.1% | +8.3% | +9.3% |
| 7D | +9.4% | -4.2% | +13.6% | +15.1% |
| 30D | +17.4% | -5.8% | +23.1% | +26.0% |
| 3M | -1.2% | -5.2% | +4.0% | +5.2% |
| 6M | -9.7% | +0.1% | -9.9% | -11.3% |
| YTD | -15.9% | +8.2% | -24.2% | -26.0% |
| 1Y | -7.2% | +10.1% | -17.4% | -20.5% |
| 3Y | +35.7% | +69.7% | -34.0% | -40.4% |
| 5Y | +34.2% | +53.4% | -19.1% | -31.3% |
| All | +29.2% | +107.6% | -78.5% | -66.7% |
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