+229.2%
E price history and return analytics
+226.9%
+2.3%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.4% |
| 7D | +2.3% | -2.0% | +4.3% | +4.3% |
| 30D | +1.7% | -1.4% | +3.1% | +2.9% |
| 3M | +4.0% | +4.7% | -0.7% | -1.2% |
| 6M | +19.4% | +11.4% | +8.0% | +5.5% |
| YTD | +52.1% | +13.1% | +39.1% | +32.3% |
| 1Y | +63.5% | +19.0% | +44.5% | +34.6% |
| 3Y | +108.6% | +73.9% | +34.7% | +13.0% |
| 5Y | +206.5% | +65.4% | +141.1% | +74.0% |
| All | +229.2% | +226.9% | +2.3% | -14.2% |
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