+528.6%
VOE price history and return analytics
+368.8%
+159.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.1% |
| 7D | -1.0% | -0.1% | -0.9% | -0.9% |
| 30D | -1.2% | -0.7% | -0.5% | -0.5% |
| 3M | +5.0% | +4.0% | +1.0% | +0.8% |
| 6M | +10.6% | +12.3% | -1.7% | -1.8% |
| YTD | +16.9% | +14.0% | +2.9% | +2.2% |
| 1Y | +22.0% | +20.3% | +1.7% | +1.2% |
| 3Y | +61.1% | +75.4% | -14.4% | -8.0% |
| 5Y | +59.2% | +66.0% | -6.7% | -4.5% |
| 10Y | +180.0% | +228.2% | -48.2% | -12.3% |
| All | +528.6% | +368.8% | +159.8% | +38.6% |
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