+288.3%
VOC price history and return analytics
+226.9%
+61.5%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +2.1% |
| 7D | -0.6% | -2.0% | +1.4% | +0.9% |
| 30D | +6.7% | -1.4% | +8.1% | +7.8% |
| 3M | +24.1% | +4.7% | +19.3% | +19.4% |
| 6M | +11.6% | +11.4% | +0.2% | +1.3% |
| YTD | +43.1% | +13.1% | +30.0% | +28.2% |
| 1Y | +48.8% | +19.0% | +29.8% | +27.6% |
| 3Y | -41.1% | +73.9% | -115.1% | -63.5% |
| 5Y | +59.4% | +65.4% | -6.0% | +1.7% |
| All | +288.3% | +226.9% | +61.5% | +40.7% |
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 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