+1,433.6%
VSEC price history and return analytics
+374.2%
+1,059.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -5.5% | +0.4% | -6.0% | -5.9% |
| 30D | -5.5% | +1.0% | -6.5% | -6.5% |
| 3M | +10.9% | +2.4% | +8.5% | +8.6% |
| 6M | -8.8% | +12.0% | -20.8% | -18.0% |
| YTD | +18.2% | +15.3% | +2.9% | +3.1% |
| 1Y | +24.0% | +22.6% | +1.5% | +1.5% |
| 3Y | +258.6% | +74.7% | +183.9% | +102.0% |
| 5Y | +328.5% | +66.1% | +262.3% | +158.7% |
| 10Y | +527.6% | +225.0% | +302.6% | +95.7% |
| All | +1,433.6% | +374.2% | +1,059.4% | +259.8% |
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 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