-87.1%
TV price history and return analytics
+221.8%
-308.8%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.8% |
| 7D | -4.7% | +2.4% | -7.0% | -7.7% |
| 30D | -5.5% | -1.5% | -4.0% | -4.1% |
| 3M | -21.7% | -4.1% | -17.6% | -17.5% |
| 6M | -22.0% | +0.6% | -22.5% | -23.4% |
| YTD | -23.0% | +11.0% | -34.1% | -34.2% |
| 1Y | -25.3% | +13.3% | -38.7% | -38.1% |
| 3Y | +17.0% | +73.4% | -56.4% | -46.6% |
| 5Y | -71.9% | +57.4% | -129.3% | -85.0% |
| All | -87.1% | +221.8% | -308.8% | -97.1% |
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