-26.2%
PROF price history and return analytics
+135.9%
-162.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.7% | +0.4% |
| 7D | +23.9% | -0.3% | +24.2% | +24.0% |
| 30D | +18.7% | -1.4% | +20.2% | +20.4% |
| 3M | -14.4% | -1.4% | -13.0% | -13.2% |
| 6M | +6.9% | +5.5% | +1.4% | -0.4% |
| YTD | -9.0% | +12.8% | -21.9% | -21.0% |
| 1Y | +21.6% | +15.4% | +6.1% | +2.9% |
| 3Y | -25.4% | +76.9% | -102.3% | -62.9% |
| 5Y | -47.2% | +60.4% | -107.6% | -69.9% |
| All | -26.2% | +135.9% | -162.2% | -73.3% |
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