-6.4%
BULL price history and return analytics
+87.8%
-94.2%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.5% |
| 7D | -7.0% | -2.0% | -5.0% | -5.3% |
| 30D | +22.9% | -1.4% | +24.3% | +24.7% |
| 3M | +52.0% | +4.7% | +47.2% | +46.6% |
| 6M | +69.1% | +11.4% | +57.7% | +55.4% |
| YTD | +19.7% | +13.1% | +6.6% | +9.5% |
| 1Y | -28.5% | +19.0% | -47.5% | -36.4% |
| 3Y | -13.1% | +73.9% | -87.0% | -30.3% |
| All | -6.4% | +87.8% | -94.2% | -25.5% |
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