+356.1%
ALL price history and return analytics
+221.4%
+134.7%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.0% |
| 7D | -1.7% | +1.0% | -2.7% | -2.4% |
| 30D | -4.7% | -0.2% | -4.4% | -4.5% |
| 3M | +18.4% | +4.5% | +13.8% | +13.9% |
| 6M | +20.5% | +14.1% | +6.4% | +7.9% |
| YTD | +23.5% | +14.8% | +8.8% | +9.8% |
| 1Y | +29.0% | +21.2% | +7.8% | +9.5% |
| 3Y | +153.7% | +76.6% | +77.1% | +56.3% |
| 5Y | +114.8% | +66.6% | +48.2% | +37.5% |
| 10Y | +356.1% | +222.3% | +133.9% | +71.6% |
| All | +356.1% | +221.4% | +134.7% | +71.6% |
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