+44.1%
PL price history and return analytics
+69.4%
-25.3%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | +0.3% |
| 7D | +5.6% | -0.1% | +5.8% | +6.5% |
| 30D | -16.9% | -3.1% | -13.9% | -10.5% |
| 3M | -38.2% | -3.5% | -34.7% | -32.6% |
| 6M | -63.4% | +0.5% | -63.9% | -62.1% |
| YTD | -27.6% | +10.8% | -38.4% | -38.0% |
| 1Y | +6.6% | +11.9% | -5.3% | -10.0% |
| 3Y | +557.6% | +73.0% | +484.6% | +182.6% |
| 5Y | +39.5% | +58.6% | -19.1% | -28.4% |
| All | +44.1% | +69.4% | -25.3% | -26.1% |
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