+214.8%
B price history and return analytics
+221.8%
-6.9%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.5% |
| 7D | -7.3% | +2.4% | -9.7% | -8.5% |
| 30D | -3.3% | -1.5% | -1.8% | -2.4% |
| 3M | -7.8% | -4.1% | -3.6% | -5.3% |
| 6M | -15.5% | +0.6% | -16.1% | -15.2% |
| YTD | -12.3% | +11.0% | -23.3% | -16.0% |
| 1Y | +5.4% | +13.3% | -8.0% | 0.0% |
| 3Y | +165.5% | +73.4% | +92.1% | +108.0% |
| 5Y | +107.0% | +57.4% | +49.6% | +65.7% |
| All | +214.8% | +221.8% | -6.9% | +59.7% |
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