-69.5%
ARE price history and return analytics
+66.2%
-135.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -3.1% |
| 7D | -1.7% | +1.0% | -2.7% | -2.6% |
| 30D | +2.1% | -0.2% | +2.3% | +2.3% |
| 3M | +2.3% | +4.5% | -2.2% | -2.7% |
| 6M | +3.0% | +14.1% | -11.1% | -10.4% |
| YTD | +6.8% | +14.8% | -8.0% | -7.7% |
| 1Y | -37.0% | +21.2% | -58.2% | -48.7% |
| 3Y | -48.2% | +76.6% | -124.8% | -71.5% |
| 5Y | -69.5% | +66.6% | -136.1% | -82.6% |
| All | -69.5% | +66.2% | -135.7% | -82.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling