+16.7%
VLY price history and return analytics
+11.3%
+5.4%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.5% | +1.2% |
| 7D | -0.4% | -2.0% | +1.6% | +0.9% |
| 30D | -6.2% | -1.4% | -4.8% | -5.4% |
| 3M | -1.4% | +4.7% | -6.2% | -4.2% |
| 6M | +16.7% | +11.4% | +5.3% | +8.1% |
| All | +16.7% | +11.3% | +5.4% | +8.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling