+24.5%
VPC price history and return analytics
+158.5%
-134.0%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | -1.0% | +2.4% | -3.3% | -2.6% |
| 30D | -0.3% | -1.5% | +1.2% | +0.7% |
| 3M | -9.4% | -4.1% | -5.3% | -6.8% |
| 6M | -6.5% | +0.6% | -7.0% | -7.2% |
| YTD | -13.3% | +11.0% | -24.4% | -20.1% |
| 1Y | -12.4% | +13.3% | -25.7% | -20.5% |
| 3Y | -5.1% | +73.4% | -78.5% | -38.1% |
| 5Y | -7.4% | +57.4% | -64.8% | -35.3% |
| All | +24.5% | +158.5% | -134.0% | -45.5% |
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