+65.3%
T price history and return analytics
+221.4%
-156.1%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | 0.0% |
| 7D | -1.5% | +1.0% | -2.5% | -2.1% |
| 30D | +7.6% | -0.2% | +7.8% | +7.7% |
| 3M | +15.3% | +4.5% | +10.8% | +12.1% |
| 6M | -8.5% | +14.1% | -22.5% | -15.7% |
| YTD | +6.8% | +14.8% | -8.0% | -2.3% |
| 1Y | -7.2% | +21.2% | -28.4% | -18.0% |
| 3Y | +108.2% | +76.6% | +31.7% | +41.4% |
| 5Y | +66.1% | +66.6% | -0.5% | +16.1% |
| 10Y | +65.3% | +222.3% | -157.0% | -32.1% |
| All | +65.3% | +221.4% | -156.1% | -32.1% |
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