+208.8%
C price history and return analytics
+217.6%
-8.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.9% |
| 7D | -0.4% | -0.1% | -0.2% | -0.2% |
| 30D | -5.2% | -3.1% | -2.1% | -1.1% |
| 3M | -9.1% | -3.5% | -5.6% | -4.6% |
| 6M | -1.6% | +0.5% | -2.0% | -2.4% |
| YTD | +6.9% | +10.8% | -3.8% | -7.4% |
| 1Y | +23.0% | +11.9% | +11.1% | +5.1% |
| 3Y | +216.1% | +73.0% | +143.2% | +48.5% |
| 5Y | +112.2% | +58.6% | +53.6% | +12.6% |
| 10Y | +208.8% | +219.2% | -10.4% | -38.3% |
| All | +208.8% | +217.6% | -8.9% | -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