+141.9%
VPL price history and return analytics
+224.4%
-82.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.1% | +1.1% | +1.2% |
| 7D | -1.6% | -0.7% | -0.9% | -0.8% |
| 30D | -5.5% | -1.7% | -3.7% | -3.8% |
| 3M | -5.1% | -2.3% | -2.7% | -2.8% |
| 6M | -5.9% | +1.5% | -7.4% | -6.5% |
| YTD | +19.1% | +12.0% | +7.1% | +8.9% |
| 1Y | +20.4% | +12.9% | +7.5% | +9.3% |
| 3Y | +76.0% | +74.9% | +1.1% | +9.5% |
| 5Y | +55.0% | +59.9% | -4.9% | +3.7% |
| 10Y | +141.9% | +224.6% | -82.7% | -14.5% |
| All | +141.9% | +224.4% | -82.4% | -14.5% |
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