+51.7%
POST price history and return analytics
+224.5%
-172.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -0.8% | +0.4% | -1.3% | -1.1% |
| 30D | -5.1% | +1.0% | -6.1% | -5.8% |
| 3M | -4.6% | +2.4% | -7.0% | -6.4% |
| 6M | -20.6% | +12.0% | -32.6% | -26.5% |
| YTD | -14.5% | +15.3% | -29.9% | -22.3% |
| 1Y | -21.6% | +22.6% | -44.2% | -31.6% |
| 3Y | -4.8% | +74.7% | -79.4% | -35.3% |
| 5Y | +17.3% | +66.1% | -48.8% | -18.1% |
| All | +51.7% | +224.5% | -172.8% | -39.9% |
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