+0.5%
M price history and return analytics
+223.7%
-223.2%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +2.6% | +5.5% | +4.2% |
| 7D | +2.5% | +0.4% | +2.2% | +2.3% |
| 30D | +10.1% | -2.6% | +12.7% | +14.6% |
| 3M | -0.9% | -3.2% | +2.3% | +4.2% |
| 6M | +30.2% | +0.9% | +29.2% | +28.3% |
| YTD | +16.3% | +11.3% | +5.0% | -1.5% |
| 1Y | +27.0% | +14.0% | +13.0% | +3.8% |
| 3Y | +154.5% | +75.8% | +78.6% | +10.6% |
| 5Y | -1.1% | +57.8% | -58.9% | -47.5% |
| 10Y | +0.5% | +219.8% | -219.3% | -75.1% |
| All | +0.5% | +223.7% | -223.2% | -75.1% |
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