+12.5%
VPLS price history and return analytics
+66.6%
-54.2%
-4.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | -1.2% | +2.9% | -4.1% | -1.5% |
| 30D | +0.7% | -2.5% | +3.2% | +1.0% |
| 3M | -1.4% | -3.3% | +1.9% | -1.1% |
| 6M | -1.5% | +1.5% | -3.0% | -1.7% |
| YTD | -1.1% | +11.4% | -12.4% | -2.1% |
| 1Y | -0.8% | +11.9% | -12.7% | -1.9% |
| All | +12.5% | +66.6% | -54.2% | +4.7% |
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