+10.7%
NPV price history and return analytics
+222.7%
-212.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | -0.6% |
| 7D | -1.1% | -0.1% | -0.9% | -1.0% |
| 30D | -6.8% | -0.7% | -6.1% | -6.6% |
| 3M | -10.3% | +4.0% | -14.3% | -11.0% |
| 6M | -9.7% | +12.3% | -22.0% | -11.9% |
| YTD | -4.0% | +14.0% | -18.0% | -6.8% |
| 1Y | -5.6% | +20.3% | -25.9% | -9.4% |
| 3Y | +19.3% | +75.4% | -56.2% | +4.8% |
| 5Y | -21.6% | +66.0% | -87.6% | -30.7% |
| 10Y | +10.7% | +228.2% | -217.5% | -21.7% |
| All | +10.7% | +222.7% | -212.0% | -21.7% |
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