-63.0%
VLRS price history and return analytics
+229.8%
-292.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | -0.7% |
| 7D | -4.8% | -1.1% | -3.7% | -3.0% |
| 30D | -17.3% | -1.0% | -16.3% | -15.8% |
| 3M | -14.8% | +3.2% | -17.9% | -18.7% |
| 6M | -15.2% | +12.5% | -27.7% | -28.7% |
| YTD | -26.6% | +14.1% | -40.6% | -39.7% |
| 1Y | +4.5% | +18.9% | -14.4% | -19.7% |
| 3Y | -34.7% | +74.1% | -108.8% | -73.1% |
| 5Y | -68.5% | +66.9% | -135.3% | -85.6% |
| All | -63.0% | +229.8% | -292.8% | -93.0% |
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