+172.4%
KEY price history and return analytics
+222.7%
-50.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +2.2% | +0.4% | +1.8% | +1.6% |
| 30D | -3.0% | +1.0% | -4.0% | -4.4% |
| 3M | +3.3% | +2.4% | +1.0% | -0.8% |
| 6M | +9.2% | +12.0% | -2.8% | -8.6% |
| YTD | +10.6% | +15.3% | -4.7% | -11.4% |
| 1Y | +20.4% | +22.6% | -2.2% | -12.2% |
| 3Y | +121.8% | +74.7% | +47.2% | -3.9% |
| 5Y | +41.1% | +66.1% | -25.0% | -32.9% |
| All | +172.4% | +222.7% | -50.3% | -46.5% |
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