+62.9%
VRP price history and return analytics
+224.4%
-161.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.5% |
| 7D | -0.1% | -0.7% | +0.6% | +0.1% |
| 30D | +0.5% | -1.7% | +2.2% | +1.1% |
| 3M | -0.7% | -2.3% | +1.6% | +0.1% |
| 6M | -0.4% | +1.5% | -2.0% | -1.3% |
| YTD | +1.5% | +12.0% | -10.6% | -3.6% |
| 1Y | +2.0% | +12.9% | -10.8% | -3.4% |
| 3Y | +26.8% | +74.9% | -48.1% | -1.7% |
| 5Y | +21.7% | +59.9% | -38.2% | -2.3% |
| 10Y | +62.9% | +224.6% | -161.7% | -10.3% |
| All | +62.9% | +224.4% | -161.5% | -10.3% |
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