+281.7%
VOC price history and return analytics
+221.8%
+60.0%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.3% |
| 7D | +5.4% | +2.4% | +3.1% | +3.5% |
| 30D | -2.9% | -1.5% | -1.4% | -2.1% |
| 3M | +0.6% | -4.1% | +4.7% | +3.4% |
| 6M | +17.8% | +0.6% | +17.2% | +16.4% |
| YTD | +41.4% | +11.0% | +30.3% | +28.1% |
| 1Y | +29.8% | +13.3% | +16.5% | +15.6% |
| 3Y | -40.2% | +73.4% | -113.6% | -62.9% |
| 5Y | +28.8% | +57.4% | -28.6% | -14.2% |
| All | +281.7% | +221.8% | +60.0% | +42.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling