-87.2%
AI price history and return analytics
+89.9%
-177.1%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.9% | -0.3% |
| 7D | +2.6% | -0.1% | +2.7% | +2.7% |
| 30D | +2.7% | -3.1% | +5.7% | +9.8% |
| 3M | +13.8% | -3.5% | +17.3% | +22.7% |
| 6M | +20.0% | +0.5% | +19.5% | +17.5% |
| YTD | -12.2% | +10.8% | -22.9% | -31.2% |
| 1Y | -26.4% | +11.9% | -38.3% | -43.5% |
| 3Y | -55.7% | +73.0% | -128.7% | -87.0% |
| 5Y | -74.3% | +58.6% | -132.9% | -89.5% |
| All | -87.2% | +89.9% | -177.1% | -96.3% |
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