-97.3%
VOR price history and return analytics
+80.2%
-177.5%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | -3.3% |
| 7D | +3.8% | +0.4% | +3.4% | +3.3% |
| 30D | +0.4% | -2.6% | +3.0% | +4.7% |
| 3M | -15.6% | -3.2% | -12.4% | -10.9% |
| 6M | +17.9% | +0.9% | +17.0% | +17.6% |
| YTD | +52.8% | +11.3% | +41.4% | +32.1% |
| 1Y | +6.8% | +14.0% | -7.2% | -10.7% |
| 3Y | -46.3% | +75.8% | -122.1% | -75.1% |
| 5Y | -94.2% | +57.8% | -152.0% | -96.4% |
| All | -97.3% | +80.2% | -177.5% | -98.9% |
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