+2,336.0%
V price history and return analytics
+346.0%
+1,990.0%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | +2.2% | -2.3% | +4.5% | +4.3% |
| 30D | +13.6% | -5.0% | +18.5% | +18.7% |
| 3M | +14.3% | -4.9% | +19.2% | +19.3% |
| 6M | +33.1% | -1.5% | +34.6% | +33.8% |
| YTD | +21.2% | +8.5% | +12.8% | +11.1% |
| 1Y | +26.4% | +11.4% | +15.1% | +13.1% |
| 3Y | +77.6% | +70.1% | +7.5% | +7.1% |
| 5Y | +102.6% | +53.7% | +48.9% | +34.1% |
| 10Y | +464.4% | +220.0% | +244.4% | +102.1% |
| All | +2,336.0% | +346.0% | +1,990.0% | +656.9% |
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