+306.8%
SPOT price history and return analytics
+154.0%
+152.8%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | 0.0% |
| 7D | +1.0% | -0.1% | +1.2% | +1.1% |
| 30D | +14.6% | -3.1% | +17.6% | +18.0% |
| 3M | +18.4% | -3.5% | +21.9% | +22.2% |
| 6M | +45.1% | +0.5% | +44.6% | +41.8% |
| YTD | +4.4% | +10.8% | -6.4% | -9.3% |
| 1Y | -2.7% | +11.9% | -14.6% | -16.5% |
| 3Y | +254.6% | +73.0% | +181.6% | +82.3% |
| 5Y | +124.8% | +58.6% | +66.1% | +30.4% |
| All | +306.8% | +154.0% | +152.8% | +61.3% |
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