-22.8%
DC price history and return analytics
+65.9%
-88.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.0% |
| 7D | -10.4% | +2.4% | -12.8% | -12.8% |
| 30D | +1.7% | -1.5% | +3.2% | +4.0% |
| 3M | -13.6% | -4.1% | -9.5% | -8.4% |
| 6M | -17.0% | +0.6% | -17.5% | -15.8% |
| YTD | -6.2% | +11.0% | -17.2% | -13.7% |
| 1Y | +26.6% | +13.3% | +13.3% | +14.4% |
| 3Y | +128.8% | +73.4% | +55.4% | +34.6% |
| All | -22.8% | +65.9% | -88.6% | -56.5% |
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