-47.0%
ROOT price history and return analytics
+66.2%
-113.2%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +0.3% | +0.4% | -0.2% | -0.7% |
| 30D | -6.1% | +1.0% | -7.1% | -8.2% |
| 3M | +7.5% | +2.4% | +5.1% | +1.3% |
| 6M | +16.2% | +12.0% | +4.2% | -9.7% |
| YTD | -21.7% | +15.3% | -37.0% | -42.5% |
| 1Y | -39.7% | +22.6% | -62.3% | -60.8% |
| 3Y | +379.6% | +74.7% | +304.9% | +41.6% |
| All | -47.0% | +66.2% | -113.2% | -78.5% |
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 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