+742.8%
ALL price history and return analytics
+346.0%
+396.8%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.2% | -4.7% | -4.7% |
| 7D | -1.9% | -2.3% | +0.4% | +0.1% |
| 30D | +13.8% | -5.0% | +18.7% | +19.1% |
| 3M | -7.0% | -4.9% | -2.1% | -3.0% |
| 6M | +18.0% | -1.5% | +19.6% | +17.7% |
| YTD | +24.2% | +8.5% | +15.7% | +11.6% |
| 1Y | +31.2% | +11.4% | +19.8% | +14.7% |
| 3Y | +107.5% | +70.1% | +37.5% | +15.8% |
| 5Y | +144.8% | +53.7% | +91.1% | +48.2% |
| 10Y | +375.8% | +220.0% | +155.8% | +27.8% |
| All | +742.8% | +346.0% | +396.8% | +25.4% |
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