-99.8%
DRIP price history and return analytics
+203.1%
-302.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -4.1% | +9.9% | -6.4% |
| 7D | +28.5% | -4.2% | +32.7% | +12.2% |
| 30D | +14.0% | -5.8% | +19.8% | -6.0% |
| 3M | -14.6% | -5.2% | -9.3% | -29.1% |
| 6M | -3.7% | +0.1% | -3.9% | -9.6% |
| YTD | -56.3% | +8.2% | -64.5% | -50.4% |
| 1Y | -58.2% | +10.1% | -68.3% | -49.9% |
| 3Y | -57.0% | +69.7% | -126.7% | +154.6% |
| 5Y | -90.2% | +53.4% | -143.6% | -52.1% |
| 10Y | -99.6% | +219.2% | -318.8% | +4.0% |
| All | -99.8% | +203.1% | -302.9% | -12.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling