+2,061.7%
V price history and return analytics
+374.2%
+1,687.5%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -1.7% | +0.4% | -2.2% | -2.1% |
| 30D | +2.0% | +1.0% | +1.0% | +1.0% |
| 3M | +17.4% | +2.4% | +15.0% | +14.3% |
| 6M | +17.5% | +12.0% | +5.5% | +5.0% |
| YTD | +7.6% | +15.3% | -7.7% | -6.5% |
| 1Y | +7.7% | +22.6% | -14.9% | -11.6% |
| 3Y | +54.7% | +74.7% | -20.0% | -8.8% |
| 5Y | +73.0% | +66.1% | +6.9% | +7.1% |
| 10Y | +390.9% | +225.0% | +165.8% | +73.0% |
| All | +2,061.7% | +374.2% | +1,687.5% | +537.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling