-47.8%
VYX price history and return analytics
+364.8%
-412.7%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.6% | -2.4% |
| 7D | -9.9% | -2.0% | -7.9% | -7.6% |
| 30D | +0.2% | -1.4% | +1.7% | +2.2% |
| 3M | +15.6% | +4.7% | +10.9% | +8.6% |
| 6M | +18.7% | +11.4% | +7.3% | +2.7% |
| YTD | -20.9% | +13.1% | -33.9% | -32.7% |
| 1Y | -35.4% | +19.0% | -54.5% | -48.4% |
| 3Y | -51.9% | +73.9% | -125.9% | -75.8% |
| 5Y | -66.7% | +65.4% | -132.1% | -81.3% |
| 10Y | -58.8% | +225.4% | -284.2% | -87.7% |
| All | -47.8% | +364.8% | -412.7% | -89.0% |
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