+75.1%
VLY price history and return analytics
+74.2%
+0.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -1.5% |
| 7D | -1.6% | -1.1% | -0.5% | -0.3% |
| 30D | -7.6% | -1.0% | -6.6% | -6.5% |
| 3M | -3.5% | +3.2% | -6.7% | -7.4% |
| 6M | +17.6% | +12.5% | +5.2% | +0.1% |
| YTD | +20.2% | +14.1% | +6.1% | +0.1% |
| 1Y | +32.8% | +18.9% | +13.9% | +4.4% |
| 3Y | +75.1% | +74.1% | +1.0% | -27.0% |
| All | +75.1% | +74.2% | +0.9% | -27.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling