-64.8%
ANY price history and return analytics
+20.4%
-85.2%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | +0.1% |
| 7D | +10.5% | -0.1% | +10.6% | +11.0% |
| 30D | +18.0% | -0.7% | +18.7% | +20.5% |
| 3M | -22.2% | +4.0% | -26.2% | -28.2% |
| 6M | +33.0% | +12.3% | +20.7% | +3.8% |
| YTD | -18.8% | +14.0% | -32.8% | -39.1% |
| 1Y | -64.8% | +20.3% | -85.1% | -75.7% |
| All | -64.8% | +20.4% | -85.2% | -75.7% |
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