+234.3%
VRNS price history and return analytics
+244.7%
-10.4%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -1.6% |
| 7D | +0.5% | -0.7% | +1.2% | +1.0% |
| 30D | +5.7% | -1.7% | +7.5% | +7.7% |
| 3M | +16.4% | -2.3% | +18.7% | +19.4% |
| 6M | +75.1% | +1.5% | +73.6% | +70.1% |
| YTD | +49.5% | +12.0% | +37.4% | +26.5% |
| 1Y | +37.1% | +12.9% | +24.2% | +14.8% |
| 3Y | +37.9% | +74.9% | -37.1% | -36.8% |
| 5Y | -21.1% | +59.9% | -81.0% | -57.7% |
| 10Y | +376.0% | +224.6% | +151.4% | -6.6% |
| All | +234.3% | +244.7% | -10.4% | -46.4% |
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 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