+200.5%
B price history and return analytics
+223.7%
-23.2%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.6% | +1.6% | +2.7% |
| 7D | +11.3% | +0.4% | +11.0% | +11.1% |
| 30D | +2.9% | -2.6% | +5.5% | +4.6% |
| 3M | -2.9% | -3.2% | +0.4% | -0.8% |
| 6M | -1.2% | +0.9% | -2.1% | -1.0% |
| YTD | -1.3% | +11.3% | -12.6% | -5.7% |
| 1Y | +30.4% | +14.0% | +16.4% | +23.3% |
| 3Y | +195.3% | +75.8% | +119.4% | +129.5% |
| 5Y | +146.2% | +57.8% | +88.4% | +96.5% |
| 10Y | +200.5% | +219.8% | -19.3% | +38.3% |
| All | +200.5% | +223.7% | -23.2% | +38.3% |
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