+271.1%
VSEC price history and return analytics
+76.6%
+194.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +2.2% |
| 7D | +4.3% | +1.0% | +3.3% | +2.6% |
| 30D | -5.3% | -0.2% | -5.0% | -4.8% |
| 3M | +20.5% | +4.5% | +16.0% | +12.7% |
| 6M | -1.2% | +14.1% | -15.2% | -17.8% |
| YTD | +19.8% | +14.8% | +5.1% | -1.0% |
| 1Y | +23.8% | +21.2% | +2.6% | -4.6% |
| 3Y | +271.1% | +76.6% | +194.5% | +72.5% |
| All | +271.1% | +76.6% | +194.5% | +72.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling