+308.7%
A price history and return analytics
+217.6%
+91.1%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.8% |
| 7D | +1.4% | -0.1% | +1.5% | +1.5% |
| 30D | +4.3% | -3.1% | +7.4% | +7.7% |
| 3M | +19.8% | -3.5% | +23.3% | +24.4% |
| 6M | +54.4% | +0.5% | +53.9% | +53.1% |
| YTD | +31.7% | +10.8% | +20.9% | +17.6% |
| 1Y | +22.4% | +11.9% | +10.6% | +8.3% |
| 3Y | +67.7% | +73.0% | -5.3% | -5.7% |
| 5Y | +15.7% | +58.6% | -42.9% | -28.5% |
| 10Y | +308.7% | +219.2% | +89.5% | +18.5% |
| All | +308.7% | +217.6% | +91.1% | +18.5% |
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