+104.2%
HAS price history and return analytics
+224.4%
-120.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +0.7% |
| 7D | +2.0% | -0.7% | +2.7% | +2.6% |
| 30D | +30.9% | -1.7% | +32.7% | +33.1% |
| 3M | +28.8% | -2.3% | +31.1% | +31.5% |
| 6M | +32.3% | +1.5% | +30.8% | +29.3% |
| YTD | +54.7% | +12.0% | +42.6% | +36.4% |
| 1Y | +63.2% | +12.9% | +50.4% | +42.8% |
| 3Y | +220.7% | +74.9% | +145.7% | +79.1% |
| 5Y | +53.3% | +59.9% | -6.6% | -6.1% |
| 10Y | +104.2% | +224.6% | -120.4% | -41.9% |
| All | +104.2% | +224.4% | -120.1% | -41.9% |
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