-88.8%
ROOT price history and return analytics
+125.2%
-214.0%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -2.5% |
| 7D | -0.8% | +1.0% | -1.8% | -2.7% |
| 30D | +6.1% | -0.2% | +6.4% | +6.3% |
| 3M | -0.5% | +4.5% | -5.0% | -9.2% |
| 6M | +13.9% | +14.1% | -0.2% | -12.9% |
| YTD | -24.3% | +14.8% | -39.1% | -42.5% |
| 1Y | -45.8% | +21.2% | -66.9% | -62.6% |
| 3Y | +386.2% | +76.6% | +309.6% | +59.7% |
| 5Y | -51.5% | +66.6% | -118.1% | -81.0% |
| All | -88.8% | +125.2% | -214.0% | -96.5% |
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