-46.6%
VET price history and return analytics
+229.8%
-276.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -2.5% |
| 7D | +3.0% | -1.1% | +4.1% | +4.7% |
| 30D | +17.1% | -1.0% | +18.1% | +18.5% |
| 3M | +19.1% | +3.2% | +15.9% | +12.0% |
| 6M | +15.7% | +12.5% | +3.2% | -8.1% |
| YTD | +61.4% | +14.1% | +47.3% | +25.0% |
| 1Y | +81.4% | +18.9% | +62.5% | +30.9% |
| 3Y | -3.5% | +74.1% | -77.6% | -62.6% |
| 5Y | +121.3% | +66.9% | +54.4% | -8.3% |
| All | -46.6% | +229.8% | -276.4% | -90.6% |
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