+205.7%
JUST price history and return analytics
+151.4%
+54.4%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.2% |
| 7D | +0.4% | +1.0% | -0.6% | -0.6% |
| 30D | -1.4% | -0.2% | -1.2% | -1.2% |
| 3M | +4.2% | +4.5% | -0.4% | -0.5% |
| 6M | +15.7% | +14.1% | +1.7% | +1.2% |
| YTD | +14.2% | +14.8% | -0.6% | -0.9% |
| 1Y | +20.5% | +21.2% | -0.7% | -1.0% |
| 3Y | +78.9% | +76.6% | +2.3% | +0.7% |
| 5Y | +78.7% | +66.6% | +12.1% | +6.7% |
| All | +205.7% | +151.4% | +54.4% | +18.7% |
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