-7.0%
VPC price history and return analytics
+57.0%
-64.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | -1.0% | +2.4% | -3.3% | -2.2% |
| 30D | -0.3% | -1.5% | +1.2% | +0.5% |
| 3M | -9.4% | -4.1% | -5.3% | -7.4% |
| 6M | -6.5% | +0.6% | -7.0% | -6.9% |
| YTD | -13.3% | +11.0% | -24.4% | -18.5% |
| 1Y | -12.4% | +13.3% | -25.7% | -18.5% |
| 3Y | -5.1% | +73.4% | -78.5% | -30.8% |
| All | -7.0% | +57.0% | -64.0% | -30.8% |
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 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