-13.8%
DC price history and return analytics
+62.1%
-75.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.2% | +5.6% | +5.6% |
| 7D | +17.4% | -2.3% | +19.7% | +20.8% |
| 30D | +6.1% | -5.0% | +11.0% | +13.2% |
| 3M | +7.8% | -4.9% | +12.7% | +15.4% |
| 6M | +4.9% | -1.5% | +6.5% | +9.1% |
| YTD | +4.8% | +8.5% | -3.7% | -1.0% |
| 1Y | +53.0% | +11.4% | +41.6% | +41.3% |
| 3Y | +121.2% | +70.1% | +51.1% | +33.2% |
| All | -13.8% | +62.1% | -75.8% | -50.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling