+454.5%
V price history and return analytics
+217.6%
+236.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.7% |
| 7D | +0.6% | -0.1% | +0.8% | +0.7% |
| 30D | +9.7% | -3.1% | +12.8% | +13.0% |
| 3M | +17.3% | -3.5% | +20.8% | +21.2% |
| 6M | +33.2% | +0.5% | +32.7% | +31.1% |
| YTD | +21.3% | +10.8% | +10.6% | +7.2% |
| 1Y | +27.3% | +11.9% | +15.4% | +11.2% |
| 3Y | +76.1% | +73.0% | +3.1% | -5.6% |
| 5Y | +103.5% | +58.6% | +44.8% | +20.5% |
| 10Y | +454.5% | +219.2% | +235.3% | +44.2% |
| All | +454.5% | +217.6% | +236.8% | +44.2% |
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