-99.6%
DRIP price history and return analytics
+215.5%
-315.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.3% | +1.2% |
| 7D | +35.0% | -2.3% | +37.3% | +26.2% |
| 30D | +13.9% | -5.0% | +18.9% | -2.1% |
| 3M | -12.2% | -4.9% | -7.3% | -25.1% |
| 6M | -14.1% | -1.5% | -12.6% | -22.0% |
| YTD | -56.0% | +8.5% | -64.5% | -49.9% |
| 1Y | -56.5% | +11.4% | -67.9% | -46.3% |
| 3Y | -59.1% | +70.1% | -129.1% | +121.0% |
| 5Y | -90.2% | +53.7% | -143.9% | -54.4% |
| All | -99.6% | +215.5% | -315.1% | -13.0% |
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