-10.2%
DOW price history and return analytics
+150.3%
-160.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.8% |
| 7D | -2.4% | -2.0% | -0.4% | 0.0% |
| 30D | -4.1% | -1.4% | -2.7% | -2.6% |
| 3M | -12.4% | +4.7% | -17.2% | -18.1% |
| 6M | -10.6% | +11.4% | -22.0% | -24.1% |
| YTD | +31.1% | +13.1% | +18.0% | +9.1% |
| 1Y | +30.5% | +19.0% | +11.5% | +2.1% |
| 3Y | -34.4% | +73.9% | -108.3% | -68.1% |
| 5Y | -35.5% | +65.4% | -100.9% | -66.7% |
| All | -10.2% | +150.3% | -160.5% | -72.2% |
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