-82.6%
PERF price history and return analytics
+105.6%
-188.3%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.5% |
| 7D | +0.5% | -0.1% | +0.7% | +0.6% |
| 30D | +2.1% | -0.7% | +2.8% | +2.7% |
| 3M | +13.0% | +4.0% | +9.0% | +9.1% |
| 6M | +34.3% | +12.3% | +22.0% | +20.3% |
| YTD | +5.5% | +14.0% | -8.5% | -7.1% |
| 1Y | -2.1% | +20.3% | -22.4% | -18.1% |
| 3Y | -52.3% | +75.4% | -127.7% | -72.2% |
| All | -82.6% | +105.6% | -188.3% | -92.3% |
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