+235.3%
VVX price history and return analytics
+235.4%
-0.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -1.3% |
| 7D | -2.6% | -1.1% | -1.5% | -1.6% |
| 30D | -11.4% | -1.0% | -10.4% | -10.6% |
| 3M | -19.8% | +3.2% | -23.0% | -22.5% |
| 6M | +2.7% | +12.5% | -9.8% | -9.0% |
| YTD | +32.4% | +14.1% | +18.3% | +15.7% |
| 1Y | +32.2% | +18.9% | +13.2% | +11.2% |
| 3Y | +50.1% | +74.1% | -24.0% | -11.4% |
| 5Y | +49.6% | +66.9% | -17.3% | -9.0% |
| 10Y | +165.4% | +228.3% | -62.9% | -12.9% |
| All | +235.3% | +235.4% | -0.1% | +7.2% |
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