+99.7%
VET price history and return analytics
+65.7%
+34.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -2.1% |
| 7D | +3.0% | -1.1% | +4.1% | +4.2% |
| 30D | +17.1% | -1.0% | +18.1% | +18.1% |
| 3M | +19.1% | +3.2% | +15.9% | +14.2% |
| 6M | +15.7% | +12.5% | +3.2% | -1.6% |
| YTD | +61.4% | +14.1% | +47.3% | +34.6% |
| 1Y | +81.4% | +18.9% | +62.5% | +43.4% |
| 3Y | -3.5% | +74.1% | -77.6% | -51.3% |
| All | +99.7% | +65.7% | +34.0% | +15.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling