+18.9%
C vs VG
+45.2%
-26.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.0% | -1.0% | -5.2% |
| 7D | -5.3% | -22.0% | +16.7% | -6.2% |
| 30D | -7.3% | -14.7% | +7.4% | -7.8% |
| 3M | -13.5% | -7.1% | -6.4% | -13.5% |
| 6M | -6.5% | -11.2% | +4.7% | -6.5% |
| YTD | +3.6% | +69.8% | -66.2% | -3.8% |
| 1Y | +18.9% | +49.9% | -31.0% | +12.0% |
| All | +18.9% | +45.2% | -26.3% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling