+107.5%
ALL price history and return analytics
+69.7%
+37.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.2% | -4.7% | -4.5% |
| 7D | -1.9% | -2.3% | +0.4% | -1.6% |
| 30D | +13.8% | -5.0% | +18.7% | +14.7% |
| 3M | -7.0% | -4.9% | -2.1% | -6.3% |
| 6M | +18.0% | -1.5% | +19.6% | +17.7% |
| YTD | +24.2% | +8.5% | +15.7% | +19.4% |
| 1Y | +31.2% | +11.4% | +19.8% | +24.6% |
| 3Y | +107.5% | +70.1% | +37.5% | +74.3% |
| All | +107.5% | +69.7% | +37.8% | +74.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling