-89.0%
OPEN price history and return analytics
+134.2%
-223.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.4% | -2.8% |
| 7D | -15.0% | +2.4% | -17.4% | -20.3% |
| 30D | -40.2% | -1.5% | -38.7% | -37.3% |
| 3M | -67.4% | -4.1% | -63.3% | -62.9% |
| 6M | -74.0% | +0.6% | -74.6% | -73.8% |
| YTD | -79.6% | +11.0% | -90.6% | -84.4% |
| 1Y | -86.1% | +13.3% | -99.4% | -89.9% |
| 3Y | -41.4% | +73.4% | -114.8% | -86.0% |
| 5Y | -94.9% | +57.4% | -152.3% | -98.2% |
| All | -89.0% | +134.2% | -223.1% | -97.5% |
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