+74.4%
VET price history and return analytics
+23.3%
+51.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +3.0% | +0.4% | +2.6% | +3.2% |
| 30D | +21.6% | +1.0% | +20.6% | +22.0% |
| 3M | +8.1% | +2.4% | +5.7% | +9.0% |
| 6M | +13.1% | +12.0% | +1.1% | +18.6% |
| YTD | +56.6% | +15.3% | +41.3% | +59.8% |
| 1Y | +74.4% | +22.6% | +51.8% | +83.5% |
| All | +74.4% | +23.3% | +51.1% | +83.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling