+78.5%
VPG price history and return analytics
+65.7%
+12.8%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.9% | +5.0% | +4.7% |
| 7D | +3.7% | -1.1% | +4.9% | +5.4% |
| 30D | -6.8% | -1.0% | -5.8% | -5.3% |
| 3M | -53.9% | +3.2% | -57.0% | -55.0% |
| 6M | +49.0% | +12.5% | +36.5% | +32.3% |
| YTD | +69.8% | +14.1% | +55.7% | +48.5% |
| 1Y | +105.4% | +18.9% | +86.5% | +72.6% |
| 3Y | +93.0% | +74.1% | +18.9% | +15.4% |
| All | +78.5% | +65.7% | +12.8% | +11.2% |
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 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