+251.0%
SPOT price history and return analytics
+161.5%
+89.5%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.4% | -0.4% |
| 7D | -6.5% | -0.1% | -6.4% | -6.4% |
| 30D | +2.2% | -0.7% | +2.9% | +2.9% |
| 3M | +5.4% | +4.0% | +1.4% | +0.1% |
| 6M | -4.0% | +12.3% | -16.3% | -17.0% |
| YTD | -9.9% | +14.0% | -24.0% | -23.7% |
| 1Y | -27.3% | +20.3% | -47.6% | -42.3% |
| 3Y | +236.4% | +75.4% | +161.0% | +72.0% |
| 5Y | +112.6% | +66.0% | +46.6% | +18.7% |
| All | +251.0% | +161.5% | +89.5% | +35.8% |
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