+655.3%
P price history and return analytics
+224.4%
+431.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.1% | +3.3% | +2.6% |
| 7D | -4.7% | -0.7% | -4.0% | -2.6% |
| 30D | -31.4% | -1.7% | -29.7% | -28.4% |
| 3M | -2.6% | -2.3% | -0.3% | +2.9% |
| 6M | +21.9% | +1.5% | +20.4% | +22.7% |
| YTD | +58.9% | +12.0% | +46.9% | +38.0% |
| 1Y | +21.7% | +12.9% | +8.9% | +4.7% |
| 3Y | +193.3% | +74.9% | +118.4% | +37.2% |
| 5Y | +275.1% | +59.9% | +215.2% | +104.3% |
| 10Y | +655.3% | +224.6% | +430.7% | +52.4% |
| All | +655.3% | +224.4% | +431.0% | +52.4% |
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