+544.4%
EU price history and return analytics
+224.4%
+320.1%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +1.1% | -9.1% | -9.5% |
| 7D | -19.4% | -0.7% | -18.7% | -18.2% |
| 30D | -37.0% | -1.7% | -35.2% | -34.7% |
| 3M | -58.0% | -2.3% | -55.7% | -55.8% |
| 6M | -65.3% | +1.5% | -66.8% | -64.7% |
| YTD | -76.6% | +12.0% | -88.7% | -78.8% |
| 1Y | -78.2% | +12.9% | -91.1% | -80.3% |
| 3Y | -82.4% | +74.9% | -157.4% | -90.1% |
| 5Y | -87.9% | +59.9% | -147.8% | -92.3% |
| 10Y | +544.4% | +224.6% | +319.8% | +112.7% |
| All | +544.4% | +224.4% | +320.1% | +112.7% |
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