+634.6%
P price history and return analytics
+221.8%
+412.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.4% |
| 7D | +11.6% | +2.4% | +9.3% | +7.6% |
| 30D | -23.7% | -1.5% | -22.2% | -20.8% |
| 3M | -8.0% | -4.1% | -3.9% | +0.2% |
| 6M | +27.9% | +0.6% | +27.4% | +30.7% |
| YTD | +61.2% | +11.0% | +50.1% | +41.9% |
| 1Y | +28.6% | +13.3% | +15.3% | +9.9% |
| 3Y | +200.5% | +73.4% | +127.1% | +42.5% |
| 5Y | +282.9% | +57.4% | +225.5% | +113.8% |
| All | +634.6% | +221.8% | +412.9% | +47.6% |
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