-58.9%
VRDN price history and return analytics
+217.6%
-276.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.7% | +2.7% |
| 7D | +22.7% | -0.1% | +22.8% | +23.1% |
| 30D | +65.4% | -3.1% | +68.4% | +70.6% |
| 3M | +33.8% | -3.5% | +37.3% | +38.3% |
| 6M | +85.8% | +0.5% | +85.3% | +85.0% |
| YTD | -0.8% | +10.8% | -11.6% | -9.7% |
| 1Y | +11.6% | +11.9% | -0.3% | +0.7% |
| 3Y | +124.3% | +73.0% | +51.3% | +40.0% |
| 5Y | +66.6% | +58.6% | +8.0% | +11.8% |
| 10Y | -58.9% | +219.2% | -278.0% | -57.6% |
| All | -58.9% | +217.6% | -276.5% | -57.6% |
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