+54.3%
AR price history and return analytics
+221.8%
-167.4%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.4% |
| 7D | +7.4% | +2.4% | +5.0% | +4.5% |
| 30D | +5.8% | -1.5% | +7.3% | +7.0% |
| 3M | +5.2% | -4.1% | +9.3% | +9.6% |
| 6M | +5.4% | +0.6% | +4.9% | +2.6% |
| YTD | +12.4% | +11.0% | +1.4% | -4.9% |
| 1Y | +12.8% | +13.3% | -0.5% | -7.0% |
| 3Y | +47.2% | +73.4% | -26.2% | -28.6% |
| 5Y | +101.1% | +57.4% | +43.7% | +11.1% |
| All | +54.3% | +221.8% | -167.4% | -64.9% |
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