+48.4%
D price history and return analytics
+224.4%
-176.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -1.0% |
| 7D | -2.4% | -0.7% | -1.7% | -2.2% |
| 30D | +9.0% | -1.7% | +10.7% | +9.8% |
| 3M | +1.0% | -2.3% | +3.3% | +2.0% |
| 6M | +11.0% | +1.5% | +9.5% | +9.6% |
| YTD | +19.8% | +12.0% | +7.7% | +11.6% |
| 1Y | +16.0% | +12.9% | +3.1% | +7.5% |
| 3Y | +74.4% | +74.9% | -0.6% | +23.5% |
| 5Y | +13.5% | +59.9% | -46.4% | -15.9% |
| 10Y | +48.4% | +224.6% | -176.3% | -32.6% |
| All | +48.4% | +224.4% | -176.0% | -32.6% |
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