-91.1%
ROOT price history and return analytics
+112.9%
-204.0%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.2% | -6.5% | -6.7% |
| 7D | -16.2% | -2.3% | -13.9% | -11.1% |
| 30D | -9.2% | -5.0% | -4.2% | +1.3% |
| 3M | -14.1% | -4.9% | -9.3% | -4.9% |
| 6M | -21.2% | -1.5% | -19.7% | -18.9% |
| YTD | -40.0% | +8.5% | -48.4% | -48.7% |
| 1Y | -46.5% | +11.4% | -57.8% | -56.2% |
| 3Y | +332.0% | +70.1% | +261.9% | +52.1% |
| 5Y | -50.8% | +53.7% | -104.6% | -77.8% |
| All | -91.1% | +112.9% | -204.0% | -96.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling