-91.0%
ROOT price history and return analytics
+119.9%
-210.8%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -1.8% |
| 7D | -23.1% | -0.7% | -22.4% | -21.2% |
| 30D | -9.0% | -1.7% | -7.3% | -5.0% |
| 3M | -14.8% | -2.3% | -12.5% | -10.5% |
| 6M | -22.4% | +1.5% | -23.9% | -24.7% |
| YTD | -39.1% | +12.0% | -51.2% | -51.2% |
| 1Y | -48.9% | +12.9% | -61.7% | -59.4% |
| 3Y | +347.3% | +74.9% | +272.4% | +49.0% |
| 5Y | -57.7% | +59.9% | -117.7% | -82.3% |
| All | -91.0% | +119.9% | -210.8% | -97.1% |
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