+1,001.8%
TER price history and return analytics
+223.7%
+778.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +2.6% | +10.1% | +8.1% |
| 7D | -5.8% | +0.4% | -6.1% | -5.5% |
| 30D | -38.9% | -2.6% | -36.3% | -35.0% |
| 3M | -35.1% | -3.2% | -31.9% | -29.9% |
| 6M | -31.6% | +0.9% | -32.5% | -29.3% |
| YTD | +27.2% | +11.3% | +15.9% | +14.4% |
| 1Y | +35.2% | +14.0% | +21.2% | +17.5% |
| 3Y | +192.8% | +75.8% | +117.0% | +34.5% |
| 5Y | +72.4% | +57.8% | +14.6% | -2.2% |
| 10Y | +1,001.8% | +219.8% | +782.0% | +151.5% |
| All | +1,001.8% | +223.7% | +778.2% | +151.5% |
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