+320.4%
VPG price history and return analytics
+229.8%
+90.6%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.9% | +5.0% | +4.8% |
| 7D | +3.7% | -1.1% | +4.9% | +5.2% |
| 30D | -6.8% | -1.0% | -5.8% | -5.4% |
| 3M | -53.9% | +3.2% | -57.0% | -54.8% |
| 6M | +49.0% | +12.5% | +36.5% | +33.7% |
| YTD | +69.8% | +14.1% | +55.7% | +50.3% |
| 1Y | +105.4% | +18.9% | +86.5% | +75.0% |
| 3Y | +93.0% | +74.1% | +18.9% | +13.3% |
| 5Y | +80.3% | +66.9% | +13.5% | +9.8% |
| All | +320.4% | +229.8% | +90.6% | +43.7% |
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