+286.5%
C price history and return analytics
+221.4%
+65.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | 0.0% |
| 7D | +3.2% | +1.0% | +2.2% | +1.8% |
| 30D | +1.3% | -0.2% | +1.5% | +1.6% |
| 3M | +3.1% | +4.5% | -1.4% | -3.1% |
| 6M | +29.6% | +14.1% | +15.6% | +7.8% |
| YTD | +19.0% | +14.8% | +4.2% | -1.7% |
| 1Y | +45.6% | +21.2% | +24.5% | +11.5% |
| 3Y | +269.3% | +76.6% | +192.7% | +69.3% |
| 5Y | +131.6% | +66.6% | +65.0% | +14.9% |
| 10Y | +286.5% | +222.3% | +64.3% | -20.0% |
| All | +286.5% | +221.4% | +65.1% | -20.0% |
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