+145.3%
TY price history and return analytics
+215.5%
-70.3%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.1% |
| 7D | -1.8% | -2.3% | +0.5% | +0.2% |
| 30D | -2.2% | -5.0% | +2.8% | +2.0% |
| 3M | -4.0% | -4.9% | +0.8% | 0.0% |
| 6M | +1.1% | -1.5% | +2.6% | +2.0% |
| YTD | +7.7% | +8.5% | -0.8% | -0.3% |
| 1Y | +4.4% | +11.4% | -7.0% | -5.6% |
| 3Y | +43.5% | +70.1% | -26.6% | -11.1% |
| 5Y | +17.4% | +53.7% | -36.4% | -20.7% |
| All | +145.3% | +215.5% | -70.3% | -8.2% |
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