-29.1%
PROF price history and return analytics
+126.3%
-155.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.1% | +0.2% | +0.9% |
| 7D | +17.4% | -4.2% | +21.6% | +23.1% |
| 30D | +13.2% | -5.8% | +19.0% | +21.1% |
| 3M | -13.9% | -5.2% | -8.6% | -8.5% |
| 6M | -5.4% | +0.1% | -5.5% | -6.3% |
| YTD | -12.6% | +8.2% | -20.8% | -20.3% |
| 1Y | +17.4% | +10.1% | +7.3% | +5.0% |
| 3Y | -28.3% | +69.7% | -98.0% | -62.5% |
| 5Y | -39.1% | +53.4% | -92.5% | -63.4% |
| All | -29.1% | +126.3% | -155.4% | -73.0% |
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