-38.3%
LIVE price history and return analytics
+223.7%
-262.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.6% | +0.9% |
| 7D | -0.5% | +0.4% | -0.9% | -0.7% |
| 30D | -4.7% | -2.6% | -2.1% | -3.8% |
| 3M | -24.3% | -3.2% | -21.1% | -23.4% |
| 6M | -45.0% | +0.9% | -45.9% | -45.5% |
| YTD | -50.7% | +11.3% | -62.1% | -53.2% |
| 1Y | -45.3% | +14.0% | -59.3% | -48.4% |
| 3Y | -73.4% | +75.8% | -149.2% | -79.2% |
| 5Y | -79.1% | +57.8% | -136.9% | -83.1% |
| 10Y | -38.3% | +219.8% | -258.1% | -42.4% |
| All | -38.3% | +223.7% | -262.0% | -42.4% |
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