+198.9%
VSDA price history and return analytics
+192.4%
+6.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.9% |
| 7D | +2.2% | +2.4% | -0.2% | +0.4% |
| 30D | +8.6% | -1.5% | +10.1% | +9.6% |
| 3M | +4.1% | -4.1% | +8.2% | +7.2% |
| 6M | +16.1% | +0.6% | +15.5% | +14.9% |
| YTD | +21.3% | +11.0% | +10.3% | +11.0% |
| 1Y | +23.2% | +13.3% | +9.8% | +10.8% |
| 3Y | +57.0% | +73.4% | -16.4% | +0.1% |
| 5Y | +51.8% | +57.4% | -5.7% | +3.8% |
| All | +198.9% | +192.4% | +6.5% | +27.5% |
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