+332.1%
OR price history and return analytics
+217.6%
+114.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.3% | -3.5% |
| 7D | +13.2% | -0.1% | +13.3% | +13.2% |
| 30D | +4.5% | -3.1% | +7.6% | +6.4% |
| 3M | +8.1% | -3.5% | +11.6% | +10.5% |
| 6M | -4.9% | +0.5% | -5.3% | -4.6% |
| YTD | +3.4% | +10.8% | -7.3% | -0.9% |
| 1Y | +13.2% | +11.9% | +1.3% | +8.0% |
| 3Y | +193.4% | +73.0% | +120.4% | +126.2% |
| 5Y | +200.5% | +58.6% | +141.9% | +136.9% |
| 10Y | +332.1% | +219.2% | +112.9% | +158.0% |
| All | +332.1% | +217.6% | +114.5% | +158.0% |
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