+946.0%
UI price history and return analytics
+214.8%
+731.2%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -4.1% | -4.3% | -3.1% |
| 7D | -15.2% | -4.2% | -11.1% | -10.2% |
| 30D | -17.9% | -5.8% | -12.1% | -11.0% |
| 3M | -9.5% | -5.2% | -4.3% | -2.6% |
| 6M | -49.2% | +0.1% | -49.3% | -49.0% |
| YTD | -6.7% | +8.2% | -14.9% | -14.5% |
| 1Y | -33.5% | +10.1% | -43.6% | -40.3% |
| 3Y | +398.1% | +69.7% | +328.4% | +173.3% |
| 5Y | +75.0% | +53.4% | +21.6% | +8.9% |
| All | +946.0% | +214.8% | +731.2% | +209.4% |
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