+500.0%
EU price history and return analytics
+222.7%
+277.3%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.6% | -6.3% | -6.1% |
| 7D | -14.3% | +2.9% | -17.2% | -17.3% |
| 30D | -40.7% | -2.5% | -38.1% | -37.9% |
| 3M | -60.9% | -3.3% | -57.5% | -58.2% |
| 6M | -67.3% | +1.5% | -68.8% | -66.7% |
| YTD | -78.2% | +11.4% | -89.6% | -80.1% |
| 1Y | -79.9% | +11.9% | -91.8% | -81.6% |
| 3Y | -83.6% | +73.9% | -157.5% | -90.7% |
| 5Y | -88.8% | +57.9% | -146.7% | -92.8% |
| All | +500.0% | +222.7% | +277.3% | +104.8% |
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 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