+143.1%
IPO price history and return analytics
+224.4%
-81.2%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.1% | +2.5% | +2.1% |
| 7D | +2.3% | -0.7% | +3.0% | +3.6% |
| 30D | -7.4% | -1.7% | -5.7% | -4.6% |
| 3M | -11.8% | -2.3% | -9.5% | -8.2% |
| 6M | -2.4% | +1.5% | -3.9% | -3.0% |
| YTD | +6.3% | +12.0% | -5.7% | -7.3% |
| 1Y | +3.5% | +12.9% | -9.3% | -10.5% |
| 3Y | +54.8% | +74.9% | -20.2% | -23.5% |
| 5Y | -26.4% | +59.9% | -86.4% | -57.7% |
| 10Y | +143.1% | +224.6% | -81.5% | -32.0% |
| All | +143.1% | +224.4% | -81.2% | -32.0% |
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