-98.9%
VRDN price history and return analytics
+239.1%
-338.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -0.7% | +0.4% | -1.1% | -1.1% |
| 30D | +8.8% | +1.0% | +7.8% | +7.8% |
| 3M | +38.3% | +2.4% | +35.9% | +35.3% |
| 6M | -24.6% | +12.0% | -36.6% | -31.8% |
| YTD | -26.3% | +15.3% | -41.7% | -35.1% |
| 1Y | +23.0% | +22.6% | +0.4% | +2.6% |
| 3Y | +19.9% | +74.7% | -54.7% | -24.7% |
| 5Y | +87.6% | +66.1% | +21.4% | +22.4% |
| 10Y | -80.4% | +225.0% | -305.4% | -92.2% |
| All | -98.9% | +239.1% | -338.0% | -99.6% |
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 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