-24.8%
U price history and return analytics
+114.4%
-139.2%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | -6.2% |
| 7D | +32.3% | +0.4% | +31.9% | +28.5% |
| 30D | +9.7% | -2.6% | +12.3% | +15.1% |
| 3M | +19.6% | -3.2% | +22.8% | +27.2% |
| 6M | +82.6% | +0.9% | +81.7% | +74.4% |
| YTD | +16.4% | +11.3% | +5.1% | -13.0% |
| 1Y | +28.5% | +14.0% | +14.5% | -9.2% |
| 3Y | +103.8% | +75.8% | +27.9% | -50.0% |
| 5Y | -70.0% | +57.8% | -127.9% | -89.5% |
| All | -24.8% | +114.4% | -139.2% | -82.6% |
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