-36.1%
VRNS price history and return analytics
+66.2%
-102.3%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.7% |
| 7D | +7.3% | +1.0% | +6.3% | +5.9% |
| 30D | +4.5% | -0.2% | +4.7% | +4.9% |
| 3M | +37.6% | +4.5% | +33.0% | +29.5% |
| 6M | +86.4% | +14.1% | +72.3% | +53.9% |
| YTD | +38.6% | +14.8% | +23.8% | +13.6% |
| 1Y | -21.0% | +21.2% | -42.2% | -40.1% |
| 3Y | +48.8% | +76.6% | -27.8% | -38.1% |
| 5Y | -36.1% | +66.6% | -102.7% | -68.6% |
| All | -36.1% | +66.2% | -102.3% | -68.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling