-59.9%
ANY price history and return analytics
+23.3%
-83.3%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | 0.0% | -7.2% | -7.2% |
| 7D | +5.5% | +0.4% | +5.0% | +4.6% |
| 30D | +1.8% | +1.0% | +0.8% | +0.4% |
| 3M | -46.5% | +2.4% | -48.9% | -49.0% |
| 6M | +68.1% | +12.0% | +56.1% | +32.7% |
| YTD | -22.1% | +15.3% | -37.5% | -42.8% |
| 1Y | -59.9% | +22.6% | -82.5% | -70.3% |
| All | -59.9% | +23.3% | -83.3% | -70.3% |
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 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