+6.2%
RULE price history and return analytics
+58.5%
-52.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | 0.0% |
| 7D | +3.7% | +2.9% | +0.8% | +1.6% |
| 30D | -14.0% | -2.5% | -11.5% | -12.3% |
| 3M | -13.0% | -3.3% | -9.7% | -10.7% |
| 6M | -12.1% | +1.5% | -13.6% | -12.3% |
| YTD | +16.1% | +11.4% | +4.7% | +9.8% |
| 1Y | +14.8% | +11.9% | +2.9% | +8.3% |
| 3Y | +42.8% | +73.9% | -31.1% | +11.0% |
| 5Y | +6.7% | +57.9% | -51.2% | -8.6% |
| All | +6.2% | +58.5% | -52.3% | -9.1% |
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