+567.4%
ROAD price history and return analytics
+152.8%
+414.6%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | 0.0% |
| 7D | +4.6% | +2.4% | +2.3% | +1.8% |
| 30D | -0.1% | -1.5% | +1.4% | +3.4% |
| 3M | -31.9% | -4.1% | -27.8% | -26.8% |
| 6M | -36.4% | +0.6% | -36.9% | -35.5% |
| YTD | -25.6% | +11.0% | -36.6% | -32.8% |
| 1Y | -23.9% | +13.3% | -37.3% | -32.9% |
| 3Y | +101.9% | +73.4% | +28.5% | +10.0% |
| 5Y | +98.3% | +57.4% | +40.8% | +21.2% |
| All | +567.4% | +152.8% | +414.6% | +144.7% |
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