+75.7%
ROE price history and return analytics
+64.8%
+10.9%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | -0.1% | -0.1% |
| 7D | +3.3% | +2.4% | +1.0% | +0.9% |
| 30D | -0.9% | -1.5% | +0.6% | +0.6% |
| 3M | -3.7% | -4.1% | +0.4% | +0.5% |
| 6M | +6.9% | +0.6% | +6.3% | +6.3% |
| YTD | +21.5% | +11.0% | +10.4% | +9.0% |
| 1Y | +25.0% | +13.3% | +11.6% | +9.8% |
| 3Y | +87.6% | +73.4% | +14.2% | +7.4% |
| All | +75.7% | +64.8% | +10.9% | +5.2% |
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