+18.7%
NPV price history and return analytics
+221.8%
-203.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -2.8% | +2.4% | -5.1% | -3.3% |
| 30D | +3.9% | -1.5% | +5.4% | +4.2% |
| 3M | -10.9% | -4.1% | -6.8% | -10.2% |
| 6M | -12.4% | +0.6% | -13.0% | -12.6% |
| YTD | -7.5% | +11.0% | -18.6% | -9.7% |
| 1Y | -9.2% | +13.3% | -22.5% | -11.7% |
| 3Y | +20.9% | +73.4% | -52.5% | +6.6% |
| 5Y | -19.9% | +57.4% | -77.3% | -28.3% |
| All | +18.7% | +221.8% | -203.0% | -17.2% |
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