-89.9%
DRIP price history and return analytics
+57.4%
-147.3%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.6% | -3.1% | +3.9% |
| 7D | +22.0% | +0.4% | +21.6% | +22.7% |
| 30D | +17.8% | -2.6% | +20.4% | +12.2% |
| 3M | -13.4% | -3.2% | -10.2% | -19.0% |
| 6M | -18.8% | +0.9% | -19.7% | -19.4% |
| YTD | -56.2% | +11.3% | -67.6% | -49.0% |
| 1Y | -54.9% | +14.0% | -68.9% | -44.5% |
| 3Y | -63.5% | +75.8% | -139.3% | +36.2% |
| 5Y | -89.9% | +57.8% | -147.8% | -66.6% |
| All | -89.9% | +57.4% | -147.3% | -66.6% |
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