-62.0%
VRDN price history and return analytics
+223.7%
-285.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +2.6% | +3.4% | +3.5% |
| 7D | +19.3% | +0.4% | +19.0% | +19.1% |
| 30D | +61.8% | -2.6% | +64.4% | +66.2% |
| 3M | +28.0% | -3.2% | +31.2% | +31.9% |
| 6M | +81.8% | +0.9% | +80.8% | +80.2% |
| YTD | -3.0% | +11.3% | -14.3% | -12.1% |
| 1Y | +10.0% | +14.0% | -4.0% | -2.4% |
| 3Y | +122.1% | +75.8% | +46.3% | +36.7% |
| 5Y | +65.0% | +57.8% | +7.1% | +11.0% |
| 10Y | -62.0% | +219.8% | -281.8% | -64.8% |
| All | -62.0% | +223.7% | -285.7% | -64.8% |
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