+28.8%
CSV price history and return analytics
+215.5%
-186.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.2% | -5.2% | -5.2% |
| 7D | -22.9% | -2.3% | -20.6% | -20.8% |
| 30D | -20.5% | -5.0% | -15.5% | -16.5% |
| 3M | -27.3% | -4.9% | -22.5% | -23.8% |
| 6M | -42.1% | -1.5% | -40.6% | -41.3% |
| YTD | -35.9% | +8.5% | -44.4% | -40.3% |
| 1Y | -35.2% | +11.4% | -46.6% | -41.0% |
| 3Y | +21.1% | +70.1% | -49.0% | -23.5% |
| 5Y | -41.4% | +53.7% | -95.1% | -59.9% |
| All | +28.8% | +215.5% | -186.7% | -46.5% |
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