+207.1%
CEF price history and return analytics
+222.7%
-15.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.7% |
| 7D | -5.0% | +2.9% | -7.9% | -5.9% |
| 30D | -9.4% | -2.5% | -6.9% | -8.6% |
| 3M | -17.6% | -3.3% | -14.3% | -16.7% |
| 6M | -28.5% | +1.5% | -30.1% | -28.6% |
| YTD | -19.1% | +11.4% | -30.4% | -21.0% |
| 1Y | -7.8% | +11.9% | -19.7% | -10.1% |
| 3Y | +106.2% | +73.9% | +32.3% | +81.7% |
| 5Y | +97.7% | +57.9% | +39.8% | +75.5% |
| All | +207.1% | +222.7% | -15.6% | +139.4% |
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