-6.6%
VPC price history and return analytics
+53.4%
-60.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | 0.0% | -2.3% | +2.3% | +1.3% |
| 30D | -0.9% | -5.0% | +4.1% | +1.9% |
| 3M | -5.5% | -4.9% | -0.6% | -3.0% |
| 6M | -8.1% | -1.5% | -6.6% | -7.5% |
| YTD | -12.5% | +8.5% | -21.0% | -16.6% |
| 1Y | -10.9% | +11.4% | -22.3% | -16.4% |
| 3Y | -3.5% | +70.1% | -73.6% | -28.8% |
| All | -6.6% | +53.4% | -60.0% | -29.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling