+46.2%
TR price history and return analytics
+229.7%
-183.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.6% | -1.1% |
| 7D | -4.5% | -0.1% | -4.3% | -4.4% |
| 30D | -3.5% | -0.7% | -2.8% | -3.3% |
| 3M | -0.9% | +4.0% | -4.9% | -2.2% |
| 6M | -9.7% | +12.3% | -21.9% | -13.1% |
| YTD | +7.8% | +14.0% | -6.2% | +3.1% |
| 1Y | -3.7% | +20.3% | -24.0% | -9.6% |
| 3Y | +41.5% | +75.4% | -33.9% | +16.8% |
| 5Y | +50.6% | +66.0% | -15.3% | +25.5% |
| All | +46.2% | +229.7% | -183.5% | -14.0% |
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