-38.0%
VLRS price history and return analytics
+271.3%
-309.4%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | -0.9% |
| 7D | +16.8% | -0.7% | +17.5% | +17.9% |
| 30D | +39.1% | -1.7% | +40.9% | +42.6% |
| 3M | +10.0% | -2.3% | +12.3% | +14.1% |
| 6M | +15.0% | +1.5% | +13.4% | +13.3% |
| YTD | -2.3% | +12.0% | -14.3% | -16.1% |
| 1Y | +26.7% | +12.9% | +13.8% | +7.8% |
| 3Y | +38.7% | +74.9% | -36.3% | -38.8% |
| 5Y | -52.5% | +59.9% | -112.4% | -75.0% |
| 10Y | -43.7% | +224.6% | -268.3% | -85.6% |
| All | -38.0% | +271.3% | -309.4% | -85.5% |
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