+248.9%
A price history and return analytics
+222.7%
+26.2%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.8% |
| 7D | -4.4% | -0.1% | -4.2% | -4.3% |
| 30D | -2.7% | -0.7% | -2.0% | -1.9% |
| 3M | +7.0% | +4.0% | +3.1% | +2.4% |
| 6M | +24.6% | +12.3% | +12.3% | +9.8% |
| YTD | +7.0% | +14.0% | -7.0% | -7.3% |
| 1Y | +15.6% | +20.3% | -4.7% | -5.4% |
| 3Y | +29.9% | +75.4% | -45.5% | -28.1% |
| 5Y | -15.4% | +66.0% | -81.3% | -50.2% |
| 10Y | +248.9% | +228.2% | +20.7% | -1.5% |
| All | +248.9% | +222.7% | +26.2% | -1.5% |
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