+432.4%
VLUE price history and return analytics
+304.2%
+128.1%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.4% | -0.4% |
| 7D | +4.6% | +2.9% | +1.7% | +1.7% |
| 30D | -3.1% | -2.5% | -0.6% | -0.5% |
| 3M | -4.5% | -3.3% | -1.2% | -1.1% |
| 6M | +5.3% | +1.5% | +3.8% | +4.0% |
| YTD | +41.0% | +11.4% | +29.6% | +27.0% |
| 1Y | +46.2% | +11.9% | +34.3% | +31.0% |
| 3Y | +126.1% | +73.9% | +52.2% | +29.8% |
| 5Y | +101.5% | +57.9% | +43.6% | +27.3% |
| 10Y | +266.6% | +222.6% | +44.0% | +18.6% |
| All | +432.4% | +304.2% | +128.1% | +51.9% |
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