+333.8%
OR price history and return analytics
+223.7%
+110.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.6% | +1.8% | +2.9% |
| 7D | +15.3% | +0.4% | +15.0% | +15.0% |
| 30D | +8.6% | -2.6% | +11.1% | +10.2% |
| 3M | +14.5% | -3.2% | +17.8% | +16.9% |
| 6M | -1.2% | +0.9% | -2.1% | -1.2% |
| YTD | +7.5% | +11.3% | -3.9% | +2.6% |
| 1Y | +19.1% | +14.0% | +5.1% | +12.5% |
| 3Y | +194.7% | +75.8% | +118.9% | +125.3% |
| 5Y | +214.2% | +57.8% | +156.3% | +147.8% |
| 10Y | +333.8% | +219.8% | +114.0% | +152.6% |
| All | +333.8% | +223.7% | +110.2% | +152.6% |
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