+151.2%
TY price history and return analytics
+224.5%
-73.3%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.3% | -0.3% |
| 7D | 0.0% | +0.4% | -0.4% | -0.4% |
| 30D | 0.0% | +1.0% | -1.0% | -0.9% |
| 3M | +3.4% | +2.4% | +1.0% | +1.1% |
| 6M | +10.9% | +12.0% | -1.1% | +0.2% |
| YTD | +12.6% | +15.3% | -2.8% | -1.0% |
| 1Y | +11.2% | +22.6% | -11.4% | -7.3% |
| 3Y | +45.8% | +74.7% | -28.8% | -11.4% |
| 5Y | +24.9% | +66.1% | -41.2% | -21.0% |
| All | +151.2% | +224.5% | -73.3% | -10.4% |
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