+127.0%
EW price history and return analytics
+224.7%
-97.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.1% |
| 7D | -4.4% | +1.0% | -5.4% | -5.3% |
| 30D | -3.3% | -0.2% | -3.1% | -3.2% |
| 3M | +1.0% | +4.5% | -3.5% | -3.5% |
| 6M | +6.2% | +14.1% | -7.8% | -6.9% |
| YTD | +1.7% | +14.8% | -13.0% | -11.5% |
| 1Y | +8.1% | +21.2% | -13.1% | -11.0% |
| 3Y | +17.1% | +76.6% | -59.5% | -34.8% |
| 5Y | -29.4% | +66.6% | -95.9% | -58.0% |
| All | +127.0% | +224.7% | -97.7% | -38.0% |
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