-20.9%
DC price history and return analytics
+66.4%
-87.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.9% | -4.8% |
| 7D | -2.8% | +2.9% | -5.7% | -6.0% |
| 30D | -4.2% | -2.5% | -1.7% | -0.7% |
| 3M | -12.9% | -3.3% | -9.6% | -8.6% |
| 6M | -13.6% | +1.5% | -15.1% | -13.4% |
| YTD | -3.9% | +11.4% | -15.2% | -11.9% |
| 1Y | +24.4% | +11.9% | +12.5% | +13.7% |
| 3Y | +124.7% | +73.9% | +50.8% | +31.7% |
| All | -20.9% | +66.4% | -87.2% | -55.6% |
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 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