-81.0%
MF price history and return analytics
+46.9%
-127.9%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.3% | +3.5% | +3.2% |
| 7D | +83.3% | +2.4% | +80.9% | +82.5% |
| 30D | +120.3% | -1.5% | +121.8% | +119.6% |
| 3M | +95.0% | -4.1% | +99.1% | +96.0% |
| 6M | +413.2% | +0.6% | +412.6% | +405.1% |
| YTD | -61.0% | +11.0% | -72.0% | -62.6% |
| 1Y | -65.3% | +13.3% | -78.7% | -66.4% |
| All | -81.0% | +46.9% | -127.9% | -70.3% |
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