+21.0%
VTC price history and return analytics
+161.1%
-140.2%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.1% |
| 7D | -0.4% | -0.7% | +0.3% | -0.4% |
| 30D | +1.5% | -1.7% | +3.3% | +1.7% |
| 3M | -0.5% | -2.3% | +1.8% | -0.2% |
| 6M | -1.4% | +1.5% | -2.9% | -1.7% |
| YTD | -0.9% | +12.0% | -13.0% | -2.6% |
| 1Y | -0.9% | +12.9% | -13.7% | -2.7% |
| 3Y | +17.3% | +74.9% | -57.6% | +7.9% |
| 5Y | -0.4% | +59.9% | -60.4% | -7.9% |
| All | +21.0% | +161.1% | -140.2% | +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