+25.7%
VPC price history and return analytics
+152.6%
-126.9%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.3% |
| 7D | 0.0% | -2.3% | +2.3% | +1.6% |
| 30D | -0.9% | -5.0% | +4.1% | +2.7% |
| 3M | -5.5% | -4.9% | -0.6% | -2.2% |
| 6M | -8.1% | -1.5% | -6.6% | -7.4% |
| YTD | -12.5% | +8.5% | -21.0% | -18.0% |
| 1Y | -10.9% | +11.4% | -22.3% | -18.1% |
| 3Y | -3.5% | +70.1% | -73.6% | -36.2% |
| 5Y | -6.3% | +53.7% | -60.1% | -33.4% |
| All | +25.7% | +152.6% | -126.9% | -44.0% |
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