+17.9%
VOC price history and return analytics
+57.4%
-39.5%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.6% | -5.0% | -3.5% |
| 7D | -2.7% | +0.4% | -3.1% | -2.9% |
| 30D | -10.6% | -2.6% | -8.0% | -9.6% |
| 3M | +0.2% | -3.2% | +3.4% | +1.6% |
| 6M | +7.0% | +0.9% | +6.0% | +6.1% |
| YTD | +30.9% | +11.3% | +19.6% | +22.9% |
| 1Y | +22.3% | +14.0% | +8.3% | +13.1% |
| 3Y | -41.7% | +75.8% | -117.5% | -58.2% |
| 5Y | +17.9% | +57.8% | -40.0% | -8.7% |
| All | +17.9% | +57.4% | -39.5% | -8.7% |
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 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