+205.0%
CEF price history and return analytics
+221.8%
-16.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | -5.0% | +2.4% | -7.3% | -5.7% |
| 30D | -7.0% | -1.5% | -5.5% | -6.5% |
| 3M | -16.7% | -4.1% | -12.6% | -15.5% |
| 6M | -29.1% | +0.6% | -29.6% | -29.0% |
| YTD | -19.6% | +11.0% | -30.6% | -21.5% |
| 1Y | -7.9% | +13.3% | -21.3% | -10.5% |
| 3Y | +104.3% | +73.4% | +30.9% | +80.2% |
| 5Y | +96.4% | +57.4% | +38.9% | +74.5% |
| All | +205.0% | +221.8% | -16.7% | +138.0% |
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