+26.8%
PL price history and return analytics
+65.9%
-39.2%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.2% | +10.1% | +9.9% |
| 7D | -6.8% | -2.3% | -4.5% | -2.1% |
| 30D | -29.3% | -5.0% | -24.3% | -21.0% |
| 3M | -44.8% | -4.9% | -39.9% | -38.1% |
| 6M | -68.4% | -1.5% | -66.8% | -65.9% |
| YTD | -36.4% | +8.5% | -44.8% | -43.4% |
| 1Y | +0.7% | +11.4% | -10.7% | -14.4% |
| 3Y | +455.3% | +70.1% | +385.2% | +146.5% |
| 5Y | +22.7% | +53.7% | -31.1% | -34.5% |
| All | +26.8% | +65.9% | -39.2% | -32.5% |
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