+69.6%
VLT price history and return analytics
+226.9%
-157.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.3% |
| 7D | -1.4% | -2.0% | +0.6% | -0.4% |
| 30D | -2.5% | -1.4% | -1.1% | -1.8% |
| 3M | -4.2% | +4.7% | -8.9% | -6.6% |
| 6M | -2.6% | +11.4% | -14.0% | -8.3% |
| YTD | -6.6% | +13.1% | -19.6% | -12.7% |
| 1Y | -3.7% | +19.0% | -22.8% | -12.7% |
| 3Y | +30.0% | +73.9% | -43.9% | -5.0% |
| 5Y | +9.0% | +65.4% | -56.4% | -18.9% |
| All | +69.6% | +226.9% | -157.3% | -18.2% |
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 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