+46.7%
VVV price history and return analytics
+221.9%
-175.2%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.2% |
| 7D | -4.6% | -1.1% | -3.5% | -3.5% |
| 30D | -8.3% | -1.0% | -7.3% | -7.4% |
| 3M | -19.2% | +3.2% | -22.4% | -21.9% |
| 6M | -12.0% | +12.5% | -24.5% | -22.3% |
| YTD | +5.1% | +14.1% | -8.9% | -8.5% |
| 1Y | -24.7% | +18.9% | -43.6% | -37.3% |
| 3Y | -8.3% | +74.1% | -82.4% | -48.9% |
| 5Y | +0.1% | +66.9% | -66.8% | -41.8% |
| All | +46.7% | +221.9% | -175.2% | -56.5% |
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