+175.3%
VSDA price history and return analytics
+200.3%
-25.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.4% |
| 7D | -2.2% | -1.1% | -1.1% | -1.4% |
| 30D | -3.7% | -1.0% | -2.7% | -3.0% |
| 3M | +3.1% | +3.2% | 0.0% | +0.5% |
| 6M | +6.4% | +12.5% | -6.1% | -3.3% |
| YTD | +11.7% | +14.1% | -2.3% | +0.4% |
| 1Y | +9.8% | +18.9% | -9.2% | -4.7% |
| 3Y | +39.0% | +74.1% | -35.1% | -11.3% |
| 5Y | +44.1% | +66.9% | -22.8% | -5.7% |
| All | +175.3% | +200.3% | -25.0% | +15.3% |
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