-54.3%
S price history and return analytics
+71.9%
-126.2%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.3% |
| 7D | -5.8% | +1.0% | -6.8% | -7.6% |
| 30D | -9.2% | -0.2% | -9.0% | -8.8% |
| 3M | +23.4% | +4.5% | +18.8% | +13.0% |
| 6M | +36.9% | +14.1% | +22.9% | +5.0% |
| YTD | +29.5% | +14.8% | +14.8% | -2.3% |
| 1Y | +5.4% | +21.2% | -15.8% | -28.7% |
| 3Y | +14.7% | +76.6% | -61.9% | -64.2% |
| 5Y | -71.5% | +66.6% | -138.1% | -88.3% |
| All | -54.3% | +71.9% | -126.2% | -81.2% |
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