+207.0%
C price history and return analytics
+221.8%
-14.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.2% | +0.4% |
| 7D | +4.2% | +2.4% | +1.8% | +0.9% |
| 30D | +2.0% | -1.5% | +3.5% | +4.1% |
| 3M | -10.1% | -4.1% | -6.0% | -4.8% |
| 6M | +1.0% | +0.6% | +0.4% | 0.0% |
| YTD | +8.5% | +11.0% | -2.6% | -6.4% |
| 1Y | +25.7% | +13.3% | +12.4% | +5.5% |
| 3Y | +216.0% | +73.4% | +142.6% | +47.9% |
| 5Y | +112.3% | +57.4% | +54.9% | +14.0% |
| All | +207.0% | +221.8% | -14.7% | -39.3% |
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