+73.9%
POST price history and return analytics
+221.8%
-147.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.2% | +2.1% |
| 7D | -2.3% | +2.4% | -4.6% | -3.6% |
| 30D | +4.5% | -1.5% | +6.0% | +5.2% |
| 3M | +0.8% | -4.1% | +4.9% | +2.9% |
| 6M | -22.2% | +0.6% | -22.7% | -23.2% |
| YTD | -18.0% | +11.0% | -29.1% | -24.0% |
| 1Y | -23.7% | +13.3% | -37.0% | -30.2% |
| 3Y | -3.9% | +73.4% | -77.3% | -34.7% |
| 5Y | +16.3% | +57.4% | -41.1% | -16.0% |
| All | +73.9% | +221.8% | -147.8% | -29.2% |
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