+21.3%
VTC price history and return analytics
+165.8%
-144.4%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | -0.1% |
| 7D | -0.1% | -0.1% | 0.0% | -0.1% |
| 30D | -0.2% | -0.7% | +0.5% | -0.1% |
| 3M | -1.1% | +4.0% | -5.1% | -1.7% |
| 6M | -1.8% | +12.3% | -14.0% | -3.4% |
| YTD | -0.7% | +14.0% | -14.7% | -2.6% |
| 1Y | +0.1% | +20.3% | -20.2% | -2.6% |
| 3Y | +16.1% | +75.4% | -59.3% | +6.8% |
| 5Y | -1.5% | +66.0% | -67.4% | -9.3% |
| All | +21.3% | +165.8% | -144.4% | +6.0% |
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