+379.1%
R price history and return analytics
+221.8%
+157.4%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.3% | +1.4% |
| 7D | +5.9% | +2.4% | +3.5% | +2.9% |
| 30D | +18.6% | -1.5% | +20.1% | +20.5% |
| 3M | +7.6% | -4.1% | +11.7% | +13.0% |
| 6M | +25.1% | +0.6% | +24.5% | +23.4% |
| YTD | +49.2% | +11.0% | +38.1% | +30.0% |
| 1Y | +69.5% | +13.3% | +56.2% | +44.2% |
| 3Y | +189.7% | +73.4% | +116.4% | +45.2% |
| 5Y | +261.3% | +57.4% | +203.9% | +105.9% |
| All | +379.1% | +221.8% | +157.4% | +12.2% |
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