-77.3%
VLN price history and return analytics
+71.2%
-148.5%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | +0.4% |
| 7D | -2.9% | -0.1% | -2.8% | -2.8% |
| 30D | +0.6% | -0.7% | +1.3% | +1.8% |
| 3M | -21.9% | +4.0% | -25.9% | -25.1% |
| 6M | +24.4% | +12.3% | +12.2% | +13.3% |
| YTD | +18.3% | +14.0% | +4.3% | +6.7% |
| 1Y | -13.8% | +20.3% | -34.1% | -26.1% |
| 3Y | -32.5% | +75.4% | -108.0% | -59.8% |
| All | -77.3% | +71.2% | -148.5% | -82.7% |
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 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