+340.0%
IR price history and return analytics
+182.2%
+157.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.6% |
| 7D | +1.5% | -0.1% | +1.7% | +1.6% |
| 30D | +9.0% | -3.1% | +12.1% | +13.2% |
| 3M | -0.9% | -3.5% | +2.6% | +3.5% |
| 6M | +13.4% | +0.5% | +12.9% | +12.5% |
| YTD | +8.5% | +10.8% | -2.3% | -4.5% |
| 1Y | +11.3% | +11.9% | -0.6% | -3.2% |
| 3Y | +26.0% | +73.0% | -47.0% | -35.1% |
| 5Y | +47.9% | +58.6% | -10.8% | -14.5% |
| All | +340.0% | +182.2% | +157.7% | +30.9% |
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