+411.2%
VSEC price history and return analytics
+221.8%
+189.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.7% |
| 7D | +5.1% | +2.4% | +2.7% | +2.1% |
| 30D | +14.6% | -1.5% | +16.1% | +16.9% |
| 3M | -21.3% | -4.1% | -17.2% | -16.5% |
| 6M | +0.7% | +0.6% | +0.2% | +0.9% |
| YTD | +5.3% | +11.0% | -5.7% | -5.7% |
| 1Y | +9.2% | +13.3% | -4.1% | -4.5% |
| 3Y | +211.5% | +73.4% | +138.1% | +61.2% |
| 5Y | +193.3% | +57.4% | +135.9% | +73.2% |
| All | +411.2% | +221.8% | +189.4% | +42.8% |
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