-88.4%
ROOT price history and return analytics
+126.3%
-214.7%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +0.3% | +0.4% | -0.2% | -0.6% |
| 30D | -6.1% | +1.0% | -7.1% | -8.0% |
| 3M | +7.5% | +2.4% | +5.1% | +1.9% |
| 6M | +16.2% | +12.0% | +4.2% | -7.8% |
| YTD | -21.7% | +15.3% | -37.0% | -41.0% |
| 1Y | -39.7% | +22.6% | -62.3% | -59.3% |
| 3Y | +379.6% | +74.7% | +304.9% | +61.1% |
| 5Y | -47.7% | +66.1% | -113.8% | -79.6% |
| All | -88.4% | +126.3% | -214.7% | -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 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