+25.1%
VPC price history and return analytics
+152.0%
-126.9%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.1% | +1.9% | +0.8% |
| 7D | -1.4% | -4.2% | +2.8% | +1.6% |
| 30D | -2.5% | -5.8% | +3.3% | +1.7% |
| 3M | -3.4% | -5.2% | +1.9% | +0.3% |
| 6M | -8.9% | +0.1% | -9.0% | -9.3% |
| YTD | -12.9% | +8.2% | -21.1% | -18.2% |
| 1Y | -11.5% | +10.1% | -21.6% | -18.0% |
| 3Y | -4.5% | +69.7% | -74.2% | -36.8% |
| 5Y | -6.8% | +53.4% | -60.2% | -33.6% |
| All | +25.1% | +152.0% | -126.9% | -44.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling