-16.2%
AI price history and return analytics
+11.9%
-28.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -1.6% |
| 7D | +1.1% | +2.4% | -1.2% | -2.4% |
| 30D | +1.3% | -1.5% | +2.8% | +3.7% |
| 3M | +16.1% | -4.1% | +20.2% | +24.1% |
| 6M | +36.6% | +0.6% | +36.1% | +34.6% |
| YTD | -12.3% | +11.0% | -23.4% | -28.8% |
| 1Y | -16.2% | +13.3% | -29.5% | -35.0% |
| All | -16.2% | +11.9% | -28.1% | -35.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling