-31.6%
VREX price history and return analytics
+212.5%
-244.1%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -0.9% | -1.1% |
| 7D | -0.3% | -1.1% | +0.8% | +1.0% |
| 30D | +0.1% | -1.0% | +1.0% | +1.1% |
| 3M | +67.4% | +3.2% | +64.2% | +60.9% |
| 6M | +63.5% | +12.5% | +51.0% | +42.5% |
| YTD | +58.5% | +14.1% | +44.4% | +36.2% |
| 1Y | +60.5% | +18.9% | +41.6% | +31.7% |
| 3Y | -3.1% | +74.1% | -77.2% | -45.0% |
| 5Y | -35.3% | +66.9% | -102.2% | -62.1% |
| All | -31.6% | +212.5% | -244.1% | -73.8% |
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