-18.2%
LIVE price history and return analytics
+221.4%
-239.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.2% |
| 7D | -6.7% | +1.0% | -7.7% | -7.1% |
| 30D | -10.8% | -0.2% | -10.6% | -10.7% |
| 3M | -7.9% | +4.5% | -12.5% | -9.9% |
| 6M | -33.7% | +14.1% | -47.7% | -37.6% |
| YTD | -42.0% | +14.8% | -56.7% | -45.5% |
| 1Y | -49.7% | +21.2% | -70.9% | -53.8% |
| 3Y | -69.4% | +76.6% | -146.0% | -76.2% |
| 5Y | -77.3% | +66.6% | -143.9% | -82.0% |
| 10Y | -18.2% | +222.3% | -240.5% | -46.6% |
| All | -18.2% | +221.4% | -239.6% | -46.6% |
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