-10.3%
VNM price history and return analytics
+483.8%
-494.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.2% |
| 7D | -1.1% | -0.1% | -0.9% | -1.0% |
| 30D | +1.2% | -0.7% | +1.9% | +1.7% |
| 3M | +0.8% | +4.0% | -3.2% | -2.3% |
| 6M | +3.6% | +12.3% | -8.7% | -5.4% |
| YTD | -6.4% | +14.0% | -20.5% | -15.6% |
| 1Y | +1.2% | +20.3% | -19.1% | -12.6% |
| 3Y | +21.9% | +75.4% | -53.5% | -21.6% |
| 5Y | -4.5% | +66.0% | -70.5% | -37.1% |
| 10Y | +38.8% | +228.2% | -189.4% | -48.5% |
| All | -10.3% | +483.8% | -494.1% | -79.7% |
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