+170.7%
L price history and return analytics
+221.4%
-50.7%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.5% |
| 7D | -0.4% | +1.0% | -1.4% | -1.4% |
| 30D | -6.2% | -0.2% | -6.0% | -6.1% |
| 3M | +2.2% | +4.5% | -2.3% | -2.8% |
| 6M | -1.2% | +14.1% | -15.2% | -14.4% |
| YTD | +3.0% | +14.8% | -11.8% | -11.7% |
| 1Y | +13.0% | +21.2% | -8.2% | -8.7% |
| 3Y | +74.9% | +76.6% | -1.7% | -7.4% |
| 5Y | +99.4% | +66.6% | +32.8% | +11.5% |
| 10Y | +170.7% | +222.3% | -51.6% | -26.4% |
| All | +170.7% | +221.4% | -50.7% | -26.4% |
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