+376.8%
V price history and return analytics
+221.4%
+155.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.2% |
| 7D | -1.1% | +1.0% | -2.1% | -2.1% |
| 30D | +1.9% | -0.2% | +2.1% | +2.1% |
| 3M | +15.5% | +4.5% | +11.0% | +9.8% |
| 6M | +16.6% | +14.1% | +2.6% | +0.5% |
| YTD | +5.7% | +14.8% | -9.0% | -9.6% |
| 1Y | +8.6% | +21.2% | -12.6% | -12.6% |
| 3Y | +52.5% | +76.6% | -24.1% | -19.6% |
| 5Y | +67.1% | +66.6% | +0.5% | -5.7% |
| 10Y | +376.8% | +222.3% | +154.5% | +28.0% |
| All | +376.8% | +221.4% | +155.4% | +28.0% |
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