+76.3%
ROE price history and return analytics
+65.3%
+11.1%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.1% |
| 7D | +4.2% | +2.9% | +1.3% | +1.2% |
| 30D | -1.9% | -2.5% | +0.6% | +0.7% |
| 3M | -3.0% | -3.3% | +0.4% | +0.4% |
| 6M | +7.3% | +1.5% | +5.7% | +5.6% |
| YTD | +21.9% | +11.4% | +10.5% | +9.0% |
| 1Y | +22.9% | +11.9% | +11.0% | +9.4% |
| 3Y | +87.9% | +73.9% | +14.0% | +7.3% |
| All | +76.3% | +65.3% | +11.1% | +5.3% |
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