-72.2%
OPEN price history and return analytics
+140.5%
-212.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.6% | -0.5% |
| 7D | -2.9% | -0.1% | -2.8% | -2.5% |
| 30D | -13.8% | -0.7% | -13.1% | -11.8% |
| 3M | -30.9% | +4.0% | -34.9% | -37.5% |
| 6M | -40.9% | +12.3% | -53.2% | -56.9% |
| YTD | -48.5% | +14.0% | -62.6% | -63.8% |
| 1Y | -50.9% | +20.3% | -71.2% | -69.3% |
| 3Y | -20.6% | +75.4% | -96.1% | -81.5% |
| 5Y | -84.2% | +66.0% | -150.1% | -95.0% |
| All | -72.2% | +140.5% | -212.7% | -94.2% |
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