-91.8%
API price history and return analytics
+134.7%
-226.5%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | 0.0% | -4.0% | -4.0% |
| 7D | -7.3% | -1.6% | -5.7% | -4.5% |
| 30D | +2.0% | -2.5% | +4.5% | +7.0% |
| 3M | +2.2% | -1.3% | +3.5% | +4.9% |
| 6M | +10.9% | +3.1% | +7.8% | +3.6% |
| YTD | +2.2% | +10.9% | -8.7% | -17.6% |
| 1Y | +18.9% | +12.1% | +6.8% | -6.7% |
| 3Y | +38.2% | +73.9% | -35.7% | -58.6% |
| 5Y | -81.5% | +58.0% | -139.5% | -92.3% |
| All | -91.8% | +134.7% | -226.5% | -98.7% |
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