+121.3%
FOR price history and return analytics
+224.5%
-103.1%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -2.6% | +0.4% | -3.0% | -3.0% |
| 30D | -5.7% | +1.0% | -6.7% | -6.6% |
| 3M | -2.1% | +2.4% | -4.5% | -4.9% |
| 6M | +0.7% | +12.0% | -11.3% | -11.2% |
| YTD | +13.2% | +15.3% | -2.1% | -3.4% |
| 1Y | -1.0% | +22.6% | -23.5% | -21.0% |
| 3Y | -4.6% | +74.7% | -79.3% | -47.9% |
| 5Y | +36.5% | +66.1% | -29.6% | -21.1% |
| All | +121.3% | +224.5% | -103.1% | -29.0% |
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