-26.0%
VET price history and return analytics
+421.2%
-447.2%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +1.3% |
| 7D | +2.8% | -2.0% | +4.8% | +5.6% |
| 30D | +18.0% | -1.4% | +19.4% | +19.9% |
| 3M | +18.7% | +4.7% | +14.0% | +10.2% |
| 6M | +18.4% | +11.4% | +7.1% | -1.4% |
| YTD | +63.3% | +13.1% | +50.3% | +32.9% |
| 1Y | +78.1% | +19.0% | +59.0% | +34.6% |
| 3Y | -1.7% | +73.9% | -75.6% | -55.4% |
| 5Y | +123.9% | +65.4% | +58.6% | +9.0% |
| 10Y | -46.5% | +225.4% | -271.9% | -86.4% |
| All | -26.0% | +421.2% | -447.2% | -86.7% |
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