+652.6%
P price history and return analytics
+217.6%
+435.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.1% |
| 7D | -13.3% | -0.1% | -13.2% | -12.4% |
| 30D | -34.0% | -3.1% | -30.9% | -29.6% |
| 3M | +4.1% | -3.5% | +7.6% | +12.2% |
| 6M | +30.5% | +0.5% | +30.0% | +33.5% |
| YTD | +52.2% | +10.8% | +41.4% | +34.5% |
| 1Y | +10.3% | +11.9% | -1.6% | -3.8% |
| 3Y | +180.9% | +73.0% | +107.9% | +33.8% |
| 5Y | +259.7% | +58.6% | +201.1% | +98.6% |
| 10Y | +652.6% | +219.2% | +433.4% | +66.1% |
| All | +652.6% | +217.6% | +435.0% | +66.1% |
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