-82.2%
VTEX price history and return analytics
+67.6%
-149.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.9% |
| 7D | -2.2% | +2.9% | -5.1% | -6.4% |
| 30D | -5.7% | -2.5% | -3.2% | -2.4% |
| 3M | +1.8% | -3.3% | +5.1% | +6.3% |
| 6M | +10.4% | +1.5% | +8.8% | +5.8% |
| YTD | +4.8% | +11.4% | -6.6% | -14.2% |
| 1Y | -3.2% | +11.9% | -15.1% | -21.4% |
| 3Y | -40.8% | +73.9% | -114.6% | -77.3% |
| 5Y | -75.8% | +57.9% | -133.7% | -86.8% |
| All | -82.2% | +67.6% | -149.8% | -91.8% |
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