+63.6%
VVR price history and return analytics
+222.7%
-159.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.4% |
| 7D | -1.1% | +2.9% | -3.9% | -2.6% |
| 30D | -1.1% | -2.5% | +1.4% | +0.2% |
| 3M | -2.2% | -3.3% | +1.2% | -0.5% |
| 6M | -2.3% | +1.5% | -3.8% | -3.4% |
| YTD | -4.1% | +11.4% | -15.4% | -10.2% |
| 1Y | -5.0% | +11.9% | -16.9% | -11.3% |
| 3Y | +1.9% | +73.9% | -71.9% | -26.7% |
| 5Y | +15.0% | +57.9% | -42.9% | -13.1% |
| All | +63.6% | +222.7% | -159.1% | -16.7% |
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