-97.9%
NA price history and return analytics
+102.8%
-200.7%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.9% | +3.8% | +3.8% |
| 7D | +10.7% | -1.1% | +11.8% | +11.8% |
| 30D | +37.0% | -1.0% | +38.0% | +38.5% |
| 3M | +33.3% | +3.2% | +30.2% | +30.3% |
| 6M | -15.9% | +12.5% | -28.4% | -25.3% |
| YTD | -21.3% | +14.1% | -35.3% | -30.9% |
| 1Y | -53.3% | +18.9% | -72.2% | -60.5% |
| 3Y | -75.7% | +74.1% | -149.8% | -86.8% |
| All | -97.9% | +102.8% | -200.7% | -99.3% |
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