+763.7%
ALL price history and return analytics
+355.4%
+408.2%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.5% | +3.4% | +3.3% |
| 7D | -0.1% | -0.1% | 0.0% | -0.2% |
| 30D | +13.8% | -3.1% | +16.9% | +16.8% |
| 3M | -2.8% | -3.5% | +0.7% | 0.0% |
| 6M | +23.7% | +0.5% | +23.2% | +20.9% |
| YTD | +27.3% | +10.8% | +16.5% | +12.0% |
| 1Y | +30.5% | +11.9% | +18.7% | +13.6% |
| 3Y | +113.0% | +73.0% | +40.0% | +16.9% |
| 5Y | +157.6% | +58.6% | +99.0% | +51.1% |
| 10Y | +368.4% | +219.2% | +149.2% | +26.5% |
| All | +763.7% | +355.4% | +408.2% | +25.9% |
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