+180.4%
VPL price history and return analytics
+346.0%
-165.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.2% | +0.2% |
| 7D | -5.1% | -2.3% | -2.8% | -3.0% |
| 30D | -11.4% | -5.0% | -6.4% | -7.1% |
| 3M | -8.1% | -4.9% | -3.3% | -3.7% |
| 6M | -8.4% | -1.5% | -6.8% | -6.4% |
| YTD | +14.1% | +8.5% | +5.6% | +7.3% |
| 1Y | +16.7% | +11.4% | +5.4% | +7.3% |
| 3Y | +65.7% | +70.1% | -4.4% | +5.0% |
| 5Y | +46.3% | +53.7% | -7.5% | +0.7% |
| 10Y | +131.6% | +220.0% | -88.4% | -17.6% |
| All | +180.4% | +346.0% | -165.6% | -29.4% |
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