+39.3%
VLY price history and return analytics
+65.7%
-26.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -1.4% |
| 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% | -7.3% |
| 6M | +17.6% | +12.5% | +5.2% | +1.1% |
| YTD | +20.2% | +14.1% | +6.1% | +1.3% |
| 1Y | +32.8% | +18.9% | +13.9% | +6.4% |
| 3Y | +75.1% | +74.1% | +1.0% | -10.9% |
| All | +39.3% | +65.7% | -26.4% | -24.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling