-100.0%
ANY price history and return analytics
+221.4%
-321.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.5% | +6.1% | +6.3% |
| 7D | +8.9% | +1.0% | +7.9% | +7.4% |
| 30D | +16.7% | -0.2% | +16.9% | +17.7% |
| 3M | -28.8% | +4.5% | -33.3% | -32.8% |
| 6M | +38.4% | +14.1% | +24.4% | +15.6% |
| YTD | -17.8% | +14.8% | -32.5% | -31.6% |
| 1Y | -61.4% | +21.2% | -82.6% | -70.0% |
| 3Y | -83.6% | +76.6% | -160.1% | -91.6% |
| 5Y | -99.5% | +66.6% | -166.1% | -99.7% |
| 10Y | -100.0% | +222.3% | -322.2% | -100.0% |
| All | -100.0% | +221.4% | -321.4% | -100.0% |
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