-37.5%
U price history and return analytics
+121.1%
-158.5%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +3.8% |
| 7D | +4.5% | +1.0% | +3.5% | +1.9% |
| 30D | -0.6% | -0.2% | -0.3% | -0.1% |
| 3M | +48.4% | +4.5% | +43.9% | +32.7% |
| 6M | +115.4% | +14.1% | +101.3% | +53.5% |
| YTD | -3.2% | +14.8% | -18.0% | -31.7% |
| 1Y | -6.0% | +21.2% | -27.2% | -41.6% |
| 3Y | +13.5% | +76.6% | -63.1% | -71.7% |
| 5Y | -68.0% | +66.6% | -134.6% | -89.8% |
| All | -37.5% | +121.1% | -158.5% | -86.3% |
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