+120.5%
LTM price history and return analytics
+48.4%
+72.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.6% |
| 7D | +6.4% | +1.0% | +5.4% | +5.2% |
| 30D | -7.5% | -0.2% | -7.3% | -7.2% |
| 3M | +11.5% | +4.5% | +7.0% | +6.2% |
| 6M | +9.4% | +14.1% | -4.7% | -4.4% |
| YTD | -2.6% | +14.8% | -17.4% | -15.1% |
| 1Y | +6.6% | +21.2% | -14.6% | -11.3% |
| All | +120.5% | +48.4% | +72.2% | +53.6% |
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