+715.0%
P price history and return analytics
+221.4%
+493.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +2.4% |
| 7D | +7.8% | +1.0% | +6.8% | +6.2% |
| 30D | +12.3% | -0.2% | +12.6% | +12.7% |
| 3M | +37.1% | +4.5% | +32.6% | +29.1% |
| 6M | +66.1% | +14.1% | +52.0% | +36.4% |
| YTD | +50.9% | +14.8% | +36.2% | +24.0% |
| 1Y | +27.2% | +21.2% | +6.0% | -3.4% |
| 3Y | +158.7% | +76.6% | +82.1% | +17.4% |
| 5Y | +291.1% | +66.6% | +224.5% | +97.1% |
| 10Y | +715.0% | +222.3% | +492.7% | +76.5% |
| All | +715.0% | +221.4% | +493.5% | +76.5% |
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