-61.6%
VRDN price history and return analytics
+224.4%
-286.0%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.1% | +0.2% |
| 7D | +7.6% | -0.7% | +8.3% | +8.2% |
| 30D | +70.8% | -1.7% | +72.5% | +74.0% |
| 3M | +36.0% | -2.3% | +38.4% | +39.0% |
| 6M | +81.7% | +1.5% | +80.2% | +79.1% |
| YTD | +0.4% | +12.0% | -11.6% | -9.6% |
| 1Y | +9.9% | +12.9% | -3.0% | -1.7% |
| 3Y | +127.1% | +74.9% | +52.2% | +40.1% |
| 5Y | +69.6% | +59.9% | +9.6% | +12.7% |
| 10Y | -61.6% | +224.6% | -286.3% | -60.6% |
| All | -61.6% | +224.4% | -286.0% | -60.6% |
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