-25.7%
PROF price history and return analytics
+126.8%
-152.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.2% | +4.6% | +4.5% |
| 7D | +9.7% | -2.3% | +12.1% | +12.8% |
| 30D | +26.9% | -5.0% | +31.9% | +34.3% |
| 3M | -9.2% | -4.9% | -4.3% | -4.0% |
| 6M | -0.1% | -1.5% | +1.4% | +1.0% |
| YTD | -8.4% | +8.5% | -16.9% | -16.7% |
| 1Y | +23.2% | +11.4% | +11.9% | +8.8% |
| 3Y | -23.6% | +70.1% | -93.7% | -60.2% |
| 5Y | -36.2% | +53.7% | -89.9% | -61.7% |
| All | -25.7% | +126.8% | -152.6% | -71.8% |
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