+26.3%
VPC price history and return analytics
+159.1%
-132.9%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.2% | -1.4% |
| 7D | -0.3% | +0.4% | -0.6% | -0.6% |
| 30D | -0.6% | -2.6% | +2.0% | +1.2% |
| 3M | -6.7% | -3.2% | -3.5% | -4.6% |
| 6M | -6.8% | +0.9% | -7.7% | -7.7% |
| YTD | -12.1% | +11.3% | -23.4% | -19.1% |
| 1Y | -11.0% | +14.0% | -25.0% | -19.6% |
| 3Y | -3.3% | +75.8% | -79.2% | -37.6% |
| 5Y | -6.1% | +57.8% | -63.9% | -34.5% |
| All | +26.3% | +159.1% | -132.9% | -44.8% |
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