+5.3%
IIIV price history and return analytics
+146.3%
-141.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.5% | +0.6% |
| 7D | +6.5% | -0.1% | +6.6% | +6.3% |
| 30D | +20.9% | -3.1% | +24.0% | +25.1% |
| 3M | +15.0% | -3.5% | +18.5% | +19.6% |
| 6M | -8.6% | +0.5% | -9.1% | -10.8% |
| YTD | -23.3% | +10.8% | -34.1% | -34.9% |
| 1Y | -34.2% | +11.9% | -46.1% | -45.0% |
| 3Y | +0.9% | +73.0% | -72.0% | -54.2% |
| 5Y | -13.7% | +58.6% | -72.4% | -54.7% |
| All | +5.3% | +146.3% | -141.0% | -70.0% |
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