-91.0%
ROOT price history and return analytics
+117.4%
-208.4%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.6% |
| 7D | -18.7% | -0.1% | -18.5% | -17.4% |
| 30D | -10.8% | -3.1% | -7.7% | -4.4% |
| 3M | -18.0% | -3.5% | -14.5% | -11.8% |
| 6M | -22.3% | +0.5% | -22.8% | -23.1% |
| YTD | -39.3% | +10.8% | -50.1% | -50.3% |
| 1Y | -51.8% | +11.9% | -63.7% | -61.1% |
| 3Y | +345.8% | +73.0% | +272.8% | +51.8% |
| 5Y | -47.9% | +58.6% | -106.5% | -77.7% |
| All | -91.0% | +117.4% | -208.4% | -97.0% |
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