+86.3%
FOR price history and return analytics
+217.6%
-131.4%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.7% | -3.6% |
| 7D | -1.7% | -0.1% | -1.6% | -1.6% |
| 30D | -9.9% | -3.1% | -6.9% | -6.9% |
| 3M | -19.0% | -3.5% | -15.5% | -15.9% |
| 6M | -16.0% | +0.5% | -16.4% | -16.7% |
| YTD | -6.2% | +10.8% | -17.0% | -16.5% |
| 1Y | -4.8% | +11.9% | -16.7% | -16.2% |
| 3Y | -21.7% | +73.0% | -94.7% | -56.9% |
| 5Y | +7.4% | +58.6% | -51.2% | -34.8% |
| 10Y | +86.3% | +219.2% | -132.9% | -34.5% |
| All | +86.3% | +217.6% | -131.4% | -34.5% |
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