-90.6%
INV price history and return analytics
+66.1%
-156.8%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | +0.9% | -10.0% | -9.6% |
| 7D | -15.7% | -1.1% | -14.6% | -15.2% |
| 30D | -73.4% | -1.0% | -72.4% | -73.2% |
| 3M | -83.6% | +3.2% | -86.7% | -83.7% |
| 6M | -71.9% | +12.5% | -84.4% | -72.9% |
| YTD | -77.6% | +14.1% | -91.7% | -78.3% |
| 1Y | -83.7% | +18.9% | -102.6% | -84.3% |
| 3Y | -91.2% | +74.1% | -165.2% | -91.4% |
| All | -90.6% | +66.1% | -156.8% | -90.9% |
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