+321.5%
VPU price history and return analytics
+356.5%
-35.0%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.7% | +0.6% |
| 7D | +2.0% | +2.4% | -0.3% | +0.6% |
| 30D | +5.5% | -1.5% | +7.0% | +6.3% |
| 3M | +0.6% | -4.1% | +4.7% | +2.9% |
| 6M | -0.3% | +0.6% | -0.8% | -1.1% |
| YTD | +5.0% | +11.0% | -6.1% | -2.2% |
| 1Y | +1.8% | +13.3% | -11.6% | -6.4% |
| 3Y | +62.2% | +73.4% | -11.2% | +14.1% |
| 5Y | +51.6% | +57.4% | -5.8% | +12.0% |
| 10Y | +156.4% | +221.7% | -65.3% | +20.7% |
| All | +321.5% | +356.5% | -35.0% | +40.3% |
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