+572.1%
ON price history and return analytics
+226.9%
+345.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.3% | +0.5% |
| 7D | -4.7% | -2.0% | -2.7% | -0.8% |
| 30D | -13.5% | -1.4% | -12.1% | -10.9% |
| 3M | -36.3% | +4.7% | -41.0% | -40.8% |
| 6M | +17.8% | +11.4% | +6.4% | -1.7% |
| YTD | +29.6% | +13.1% | +16.5% | +5.2% |
| 1Y | +45.8% | +19.0% | +26.8% | +7.9% |
| 3Y | -28.3% | +73.9% | -102.3% | -73.2% |
| 5Y | +49.6% | +65.4% | -15.7% | -33.3% |
| All | +572.1% | +226.9% | +345.3% | +9.2% |
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