-39.7%
NYC price history and return analytics
+119.2%
-158.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -2.5% |
| 7D | -1.4% | -1.1% | -0.3% | -0.5% |
| 30D | -18.2% | -1.0% | -17.2% | -17.6% |
| 3M | -16.8% | +3.2% | -19.9% | -19.0% |
| 6M | -26.6% | +12.5% | -39.1% | -34.3% |
| YTD | -25.2% | +14.1% | -39.3% | -34.1% |
| 1Y | -37.8% | +18.9% | -56.7% | -47.5% |
| 3Y | -5.6% | +74.1% | -79.7% | -48.6% |
| 5Y | -10.8% | +66.9% | -77.7% | -52.5% |
| All | -39.7% | +119.2% | -158.9% | -72.9% |
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