+1,744.2%
TER price history and return analytics
+221.4%
+1,522.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.5% | +4.7% | +5.1% |
| 7D | +11.0% | +1.0% | +9.9% | +8.9% |
| 30D | -1.9% | -0.2% | -1.6% | -1.3% |
| 3M | -0.7% | +4.5% | -5.2% | -6.0% |
| 6M | +36.4% | +14.1% | +22.3% | +14.2% |
| YTD | +92.4% | +14.8% | +77.7% | +61.0% |
| 1Y | +213.5% | +21.2% | +192.3% | +142.6% |
| 3Y | +277.2% | +76.6% | +200.7% | +68.5% |
| 5Y | +219.1% | +66.6% | +152.5% | +63.3% |
| 10Y | +1,744.2% | +222.3% | +1,522.0% | +308.2% |
| All | +1,744.2% | +221.4% | +1,522.8% | +308.2% |
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