+189.2%
CEF price history and return analytics
+217.6%
-28.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.6% | -2.9% |
| 7D | +2.9% | -0.1% | +3.0% | +2.9% |
| 30D | -7.8% | -3.1% | -4.7% | -6.8% |
| 3M | -14.3% | -3.5% | -10.9% | -13.3% |
| 6M | -23.6% | +0.5% | -24.1% | -23.5% |
| YTD | -16.1% | +10.8% | -26.8% | -18.0% |
| 1Y | -1.1% | +11.9% | -13.0% | -3.6% |
| 3Y | +113.8% | +73.0% | +40.8% | +88.6% |
| 5Y | +107.4% | +58.6% | +48.8% | +84.1% |
| 10Y | +189.2% | +219.2% | -29.9% | +110.1% |
| All | +189.2% | +217.6% | -28.4% | +110.1% |
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