+298.9%
OR price history and return analytics
+215.5%
+83.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.6% | +2.7% |
| 7D | +13.8% | -2.3% | +16.1% | +15.2% |
| 30D | +6.8% | -5.0% | +11.7% | +9.9% |
| 3M | +12.9% | -4.9% | +17.8% | +16.3% |
| 6M | -6.1% | -1.5% | -4.6% | -4.8% |
| YTD | +2.9% | +8.5% | -5.6% | -0.3% |
| 1Y | +17.2% | +11.4% | +5.8% | +12.2% |
| 3Y | +188.9% | +70.1% | +118.8% | +124.8% |
| 5Y | +203.7% | +53.7% | +150.0% | +143.2% |
| All | +298.9% | +215.5% | +83.4% | +137.2% |
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