+124.6%
VTOL price history and return analytics
+215.5%
-90.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.7% |
| 7D | -10.9% | -2.3% | -8.6% | -8.2% |
| 30D | -6.4% | -5.0% | -1.4% | -0.2% |
| 3M | -16.7% | -4.9% | -11.8% | -11.4% |
| 6M | -12.8% | -1.5% | -11.3% | -11.9% |
| YTD | +3.0% | +8.5% | -5.5% | -9.3% |
| 1Y | -0.6% | +11.4% | -11.9% | -15.6% |
| 3Y | +32.2% | +70.1% | -37.9% | -37.0% |
| 5Y | -3.2% | +53.7% | -56.9% | -46.5% |
| All | +124.6% | +215.5% | -90.9% | -43.0% |
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