+26.8%
LSE price history and return analytics
+38.8%
-12.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +0.9% | +7.1% | +7.2% |
| 7D | +2.1% | -1.1% | +3.3% | +3.2% |
| 30D | +9.9% | -1.0% | +10.9% | +10.9% |
| 3M | +35.9% | +3.2% | +32.7% | +32.5% |
| 6M | +14.7% | +12.5% | +2.2% | +5.4% |
| YTD | +26.2% | +14.1% | +12.2% | +13.7% |
| 1Y | +3.9% | +18.9% | -15.0% | -10.9% |
| All | +26.8% | +38.8% | -12.0% | -8.1% |
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