-43.1%
LIVE price history and return analytics
+221.8%
-264.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.3% | +4.2% | +4.0% |
| 7D | +4.6% | +2.4% | +2.3% | +3.6% |
| 30D | -2.1% | -1.5% | -0.6% | -1.5% |
| 3M | -25.3% | -4.1% | -21.2% | -24.1% |
| 6M | -45.6% | +0.6% | -46.2% | -46.0% |
| YTD | -49.5% | +11.0% | -60.5% | -51.9% |
| 1Y | -34.2% | +13.3% | -47.5% | -37.8% |
| 3Y | -72.7% | +73.4% | -146.1% | -78.6% |
| 5Y | -77.4% | +57.4% | -134.9% | -81.7% |
| All | -43.1% | +221.8% | -264.8% | -50.5% |
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