+55.3%
O price history and return analytics
+222.7%
-167.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.0% |
| 7D | -2.3% | -0.1% | -2.1% | -2.2% |
| 30D | -2.4% | -0.7% | -1.8% | -2.0% |
| 3M | -0.6% | +4.0% | -4.6% | -3.9% |
| 6M | -5.0% | +12.3% | -17.3% | -13.8% |
| YTD | +10.4% | +14.0% | -3.6% | -1.4% |
| 1Y | +6.6% | +20.3% | -13.7% | -8.9% |
| 3Y | +28.4% | +75.4% | -47.0% | -22.0% |
| 5Y | +15.3% | +66.0% | -50.7% | -27.1% |
| 10Y | +55.3% | +228.2% | -172.9% | -49.6% |
| All | +55.3% | +222.7% | -167.4% | -49.6% |
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