+158.4%
OUT price history and return analytics
+228.2%
-69.7%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -2.4% |
| 7D | +3.4% | -0.3% | +3.7% | +3.9% |
| 30D | +12.4% | -1.4% | +13.9% | +14.8% |
| 3M | +2.7% | -1.4% | +4.1% | +4.5% |
| 6M | +7.0% | +5.5% | +1.5% | -3.8% |
| YTD | +39.0% | +12.8% | +26.2% | +11.1% |
| 1Y | +93.7% | +15.4% | +78.2% | +48.5% |
| 3Y | +229.7% | +76.9% | +152.8% | +24.8% |
| 5Y | +67.3% | +60.4% | +6.9% | -23.0% |
| All | +158.4% | +228.2% | -69.7% | -54.0% |
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