-99.5%
DRIP price history and return analytics
+223.7%
-323.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.6% | -3.1% | +6.7% |
| 7D | +22.0% | +0.4% | +21.6% | +22.7% |
| 30D | +17.8% | -2.6% | +20.4% | +8.4% |
| 3M | -13.4% | -3.2% | -10.2% | -22.7% |
| 6M | -18.8% | +0.9% | -19.7% | -21.0% |
| YTD | -56.2% | +11.3% | -67.6% | -46.6% |
| 1Y | -54.9% | +14.0% | -68.9% | -40.8% |
| 3Y | -63.5% | +75.8% | -139.3% | +116.3% |
| 5Y | -89.9% | +57.8% | -147.8% | -49.8% |
| 10Y | -99.5% | +219.8% | -319.3% | +1.0% |
| All | -99.5% | +223.7% | -323.2% | +1.0% |
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