+66.2%
VVV price history and return analytics
+213.4%
-147.2%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.3% |
| 7D | -0.5% | +2.4% | -2.9% | -2.8% |
| 30D | +13.9% | -1.5% | +15.4% | +15.5% |
| 3M | +2.5% | -4.1% | +6.6% | +6.7% |
| 6M | +7.9% | +0.6% | +7.3% | +6.6% |
| YTD | +19.1% | +11.0% | +8.1% | +6.3% |
| 1Y | +8.9% | +13.3% | -4.5% | -4.9% |
| 3Y | +5.9% | +73.4% | -67.5% | -40.9% |
| 5Y | +0.4% | +57.4% | -57.1% | -38.0% |
| 10Y | +103.1% | +221.7% | -118.6% | -37.8% |
| All | +66.2% | +213.4% | -147.2% | -49.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling