+649.0%
P price history and return analytics
+222.7%
+426.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.6% | +4.0% | +4.4% |
| 7D | +17.8% | +2.9% | +14.9% | +12.7% |
| 30D | -29.9% | -2.5% | -27.3% | -25.9% |
| 3M | -1.2% | -3.3% | +2.2% | +6.2% |
| 6M | +32.1% | +1.5% | +30.6% | +32.9% |
| YTD | +64.3% | +11.4% | +52.9% | +44.0% |
| 1Y | +24.3% | +11.9% | +12.4% | +8.3% |
| 3Y | +203.2% | +73.9% | +129.3% | +43.1% |
| 5Y | +290.4% | +57.9% | +232.5% | +116.9% |
| All | +649.0% | +222.7% | +426.3% | +49.8% |
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