-27.5%
VTEX price history and return analytics
+69.4%
-96.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.1% | +0.3% | +0.5% |
| 7D | 0.0% | -4.2% | +4.2% | +4.7% |
| 30D | +6.1% | -5.8% | +11.9% | +13.0% |
| 3M | -8.4% | -5.2% | -3.2% | -3.2% |
| 6M | +4.9% | +0.1% | +4.8% | +2.9% |
| YTD | +7.2% | +8.2% | -1.1% | -5.6% |
| 1Y | -11.2% | +10.1% | -21.4% | -23.6% |
| All | -27.5% | +69.4% | -96.9% | -61.8% |
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 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