+54.2%
AR price history and return analytics
+222.7%
-168.5%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +2.0% |
| 7D | +6.4% | +2.9% | +3.5% | +2.9% |
| 30D | +3.1% | -2.5% | +5.6% | +5.6% |
| 3M | +3.3% | -3.3% | +6.6% | +6.5% |
| 6M | +6.6% | +1.5% | +5.0% | +2.5% |
| YTD | +12.3% | +11.4% | +1.0% | -5.2% |
| 1Y | +12.3% | +11.9% | +0.4% | -5.8% |
| 3Y | +50.4% | +73.9% | -23.4% | -27.3% |
| 5Y | +101.0% | +57.9% | +43.1% | +10.6% |
| All | +54.2% | +222.7% | -168.5% | -65.1% |
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