+369.0%
ALL price history and return analytics
+224.4%
+144.6%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | -0.4% |
| 7D | -2.6% | -0.7% | -1.9% | -2.2% |
| 30D | +12.7% | -1.7% | +14.5% | +13.9% |
| 3M | +0.4% | -2.3% | +2.7% | +1.7% |
| 6M | +23.8% | +1.5% | +22.3% | +20.9% |
| YTD | +27.8% | +12.0% | +15.7% | +15.0% |
| 1Y | +28.9% | +12.9% | +16.0% | +15.2% |
| 3Y | +113.9% | +74.9% | +38.9% | +31.7% |
| 5Y | +157.4% | +59.9% | +97.5% | +69.5% |
| 10Y | +369.0% | +224.6% | +144.4% | +77.5% |
| All | +369.0% | +224.4% | +144.6% | +77.5% |
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