-52.5%
ROOT price history and return analytics
+53.4%
-105.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.2% | -6.5% | -6.8% |
| 7D | -16.2% | -2.3% | -13.9% | -10.8% |
| 30D | -9.2% | -5.0% | -4.2% | +2.0% |
| 3M | -14.1% | -4.9% | -9.3% | -4.2% |
| 6M | -21.2% | -1.5% | -19.7% | -18.8% |
| YTD | -40.0% | +8.5% | -48.4% | -49.5% |
| 1Y | -46.5% | +11.4% | -57.8% | -57.1% |
| 3Y | +332.0% | +70.1% | +261.9% | +33.4% |
| All | -52.5% | +53.4% | -105.9% | -76.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling