+389.6%
R price history and return analytics
+224.4%
+165.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -1.2% |
| 7D | -0.3% | -0.7% | +0.4% | +0.6% |
| 30D | +18.8% | -1.7% | +20.6% | +21.2% |
| 3M | +9.6% | -2.3% | +11.9% | +12.4% |
| 6M | +22.4% | +1.5% | +20.9% | +19.4% |
| YTD | +49.3% | +12.0% | +37.3% | +28.7% |
| 1Y | +68.7% | +12.9% | +55.9% | +44.4% |
| 3Y | +190.4% | +74.9% | +115.4% | +43.9% |
| 5Y | +267.2% | +59.9% | +207.3% | +105.2% |
| 10Y | +389.6% | +224.6% | +164.9% | +13.7% |
| All | +389.6% | +224.4% | +165.2% | +13.7% |
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