-28.8%
VTEX price history and return analytics
+69.7%
-98.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -2.0% | -2.0% |
| 7D | -0.5% | -2.3% | +1.8% | +2.1% |
| 30D | +3.1% | -5.0% | +8.1% | +8.8% |
| 3M | -7.7% | -4.9% | -2.8% | -2.9% |
| 6M | +2.9% | -1.5% | +4.4% | +3.1% |
| YTD | +5.3% | +8.5% | -3.2% | -7.4% |
| 1Y | -8.3% | +11.4% | -19.7% | -22.3% |
| 3Y | -28.8% | +70.1% | -98.8% | -62.6% |
| All | -28.8% | +69.7% | -98.5% | -62.6% |
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