-99.6%
DRIP price history and return analytics
+221.4%
-321.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -4.7% |
| 7D | -1.4% | +1.0% | -2.4% | +1.3% |
| 30D | -27.3% | -0.2% | -27.0% | -28.1% |
| 3M | -28.2% | +4.5% | -32.7% | -21.2% |
| 6M | -36.1% | +14.1% | -50.1% | -15.0% |
| YTD | -63.2% | +14.8% | -78.0% | -50.2% |
| 1Y | -63.8% | +21.2% | -85.0% | -41.7% |
| 3Y | -61.9% | +76.6% | -138.5% | +130.5% |
| 5Y | -95.7% | +66.6% | -162.3% | -73.4% |
| 10Y | -99.6% | +222.3% | -321.8% | -7.3% |
| All | -99.6% | +221.4% | -321.0% | -7.3% |
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