-87.7%
TV price history and return analytics
+229.8%
-317.5%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.8% |
| 7D | -9.5% | -1.1% | -8.4% | -8.1% |
| 30D | -15.9% | -1.0% | -14.9% | -14.7% |
| 3M | -17.1% | +3.2% | -20.2% | -20.7% |
| 6M | -19.3% | +12.5% | -31.8% | -31.8% |
| YTD | -18.2% | +14.1% | -32.3% | -32.3% |
| 1Y | -14.1% | +18.9% | -33.0% | -32.9% |
| 3Y | -20.8% | +74.1% | -94.9% | -63.7% |
| 5Y | -75.2% | +66.9% | -142.1% | -87.8% |
| All | -87.7% | +229.8% | -317.5% | -97.4% |
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