-41.3%
BETA price history and return analytics
+17.2%
-58.5%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.5% | -4.3% | -3.4% |
| 7D | +7.6% | +1.0% | +6.6% | +4.9% |
| 30D | -10.1% | -0.2% | -9.8% | -9.6% |
| 3M | +20.5% | +4.5% | +15.9% | +7.1% |
| 6M | +9.7% | +14.1% | -4.4% | -22.9% |
| YTD | -25.1% | +14.8% | -39.8% | -50.3% |
| All | -41.3% | +17.2% | -58.5% | -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