+5.3%
VRDN price history and return analytics
+11.9%
-6.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -1.8% |
| 7D | +6.8% | +2.9% | +3.9% | +3.5% |
| 30D | +67.3% | -2.5% | +69.8% | +71.7% |
| 3M | +33.2% | -3.3% | +36.5% | +37.7% |
| 6M | +80.8% | +1.5% | +79.3% | +75.7% |
| YTD | -2.1% | +11.4% | -13.4% | -14.6% |
| 1Y | +5.3% | +11.9% | -6.6% | -8.4% |
| All | +5.3% | +11.9% | -6.5% | -8.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling