+69.9%
POST price history and return analytics
+215.5%
-145.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.1% |
| 7D | -0.2% | -2.3% | +2.1% | +1.1% |
| 30D | +14.5% | -5.0% | +19.4% | +17.6% |
| 3M | -8.0% | -4.9% | -3.1% | -5.6% |
| 6M | -19.9% | -1.5% | -18.4% | -20.0% |
| YTD | -16.2% | +8.5% | -24.6% | -21.2% |
| 1Y | -20.8% | +11.4% | -32.2% | -26.9% |
| 3Y | -0.2% | +70.1% | -70.3% | -31.5% |
| 5Y | +20.9% | +53.7% | -32.9% | -11.5% |
| All | +69.9% | +215.5% | -145.6% | -31.7% |
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