+57.2%
III price history and return analytics
+222.7%
-165.4%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | +0.1% |
| 7D | +1.5% | -0.1% | +1.6% | +1.7% |
| 30D | -1.5% | -0.7% | -0.8% | -0.7% |
| 3M | +21.0% | +4.0% | +17.0% | +15.0% |
| 6M | +22.2% | +12.3% | +9.9% | +6.3% |
| YTD | -9.7% | +14.0% | -23.7% | -22.6% |
| 1Y | +2.1% | +20.3% | -18.2% | -17.5% |
| 3Y | +19.9% | +75.4% | -55.5% | -38.0% |
| 5Y | -22.0% | +66.0% | -88.0% | -56.5% |
| 10Y | +57.2% | +228.2% | -171.0% | -57.5% |
| All | +57.2% | +222.7% | -165.4% | -57.5% |
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