+520.4%
ON price history and return analytics
+220.7%
+299.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.7% |
| 7D | -4.1% | -0.1% | -4.0% | -3.3% |
| 30D | -10.2% | -3.1% | -7.2% | -3.6% |
| 3M | -12.7% | -3.5% | -9.2% | -5.0% |
| 6M | -32.5% | +0.5% | -33.0% | -30.4% |
| YTD | +28.6% | +10.8% | +17.8% | +10.0% |
| 1Y | +43.4% | +11.9% | +31.5% | +20.5% |
| 3Y | +3.3% | +73.0% | -69.7% | -60.5% |
| 5Y | +22.5% | +58.6% | -36.1% | -40.5% |
| All | +520.4% | +220.7% | +299.7% | -18.1% |
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