+392.4%
R price history and return analytics
+223.7%
+168.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.6% | +2.1% | +1.5% |
| 7D | -2.3% | +0.4% | -2.7% | -2.7% |
| 30D | +16.9% | -2.6% | +19.5% | +20.5% |
| 3M | +6.8% | -3.2% | +10.1% | +10.9% |
| 6M | +17.6% | +0.9% | +16.6% | +15.5% |
| YTD | +47.5% | +11.3% | +36.2% | +28.3% |
| 1Y | +67.6% | +14.0% | +53.6% | +41.6% |
| 3Y | +196.4% | +75.8% | +120.6% | +46.1% |
| 5Y | +261.8% | +57.8% | +204.0% | +105.7% |
| 10Y | +392.4% | +219.8% | +172.6% | +18.0% |
| All | +392.4% | +223.7% | +168.7% | +18.0% |
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