-20.0%
VRNS price history and return analytics
+57.5%
-77.6%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.9% |
| 7D | +0.3% | -0.1% | +0.4% | +0.1% |
| 30D | -2.0% | -3.1% | +1.0% | +1.6% |
| 3M | +15.7% | -3.5% | +19.2% | +20.6% |
| 6M | +72.1% | +0.5% | +71.6% | +69.4% |
| YTD | +49.7% | +10.8% | +38.9% | +27.9% |
| 1Y | +42.6% | +11.9% | +30.7% | +20.0% |
| 3Y | +38.1% | +73.0% | -34.9% | -41.3% |
| 5Y | -20.0% | +58.6% | -78.7% | -57.9% |
| All | -20.0% | +57.5% | -77.6% | -57.9% |
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