-88.6%
AI price history and return analytics
+96.8%
-185.4%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +1.6% |
| 7D | +1.6% | +1.0% | +0.6% | -0.6% |
| 30D | +2.8% | -0.2% | +3.1% | +3.3% |
| 3M | -0.8% | +4.5% | -5.4% | -10.8% |
| 6M | +14.4% | +14.1% | +0.3% | -16.1% |
| YTD | -22.0% | +14.8% | -36.8% | -43.3% |
| 1Y | -33.2% | +21.2% | -54.4% | -56.6% |
| 3Y | -62.5% | +76.6% | -139.1% | -89.3% |
| 5Y | -79.2% | +66.6% | -145.8% | -92.3% |
| All | -88.6% | +96.8% | -185.4% | -96.9% |
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