-34.5%
ARE price history and return analytics
+226.9%
-261.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.7% | -0.8% |
| 7D | -5.9% | -2.0% | -3.9% | -4.1% |
| 30D | +3.0% | -1.4% | +4.4% | +4.4% |
| 3M | -4.0% | +4.7% | -8.7% | -8.5% |
| 6M | -0.1% | +11.4% | -11.4% | -10.0% |
| YTD | +4.2% | +13.1% | -8.8% | -7.5% |
| 1Y | -37.4% | +19.0% | -56.4% | -47.1% |
| 3Y | -49.5% | +73.9% | -123.4% | -69.9% |
| 5Y | -69.0% | +65.4% | -134.4% | -80.7% |
| All | -34.5% | +226.9% | -261.4% | -78.5% |
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