-78.9%
VLN price history and return analytics
+67.1%
-146.0%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.6% | +7.3% | +5.9% |
| 7D | +5.4% | +0.4% | +5.0% | +5.3% |
| 30D | -9.8% | -2.6% | -7.2% | -5.4% |
| 3M | -10.3% | -3.2% | -7.1% | -4.7% |
| 6M | -44.1% | +0.9% | -45.0% | -41.8% |
| YTD | +9.9% | +11.3% | -1.4% | +3.8% |
| 1Y | -1.3% | +14.0% | -15.3% | -9.1% |
| 3Y | -26.4% | +75.8% | -102.3% | -55.3% |
| 5Y | -86.1% | +57.8% | -144.0% | -90.9% |
| All | -78.9% | +67.1% | -146.0% | -83.2% |
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