-65.0%
VYX price history and return analytics
+65.7%
-130.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.9% | +5.1% | +4.6% |
| 7D | -6.5% | -1.1% | -5.3% | -4.7% |
| 30D | +5.0% | -1.0% | +6.0% | +6.8% |
| 3M | +20.1% | +3.2% | +16.9% | +14.1% |
| 6M | +22.5% | +12.5% | +10.0% | +0.8% |
| YTD | -16.2% | +14.1% | -30.2% | -32.5% |
| 1Y | -34.4% | +18.9% | -53.3% | -50.4% |
| 3Y | -49.5% | +74.1% | -123.6% | -79.4% |
| All | -65.0% | +65.7% | -130.7% | -83.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling