+42.2%
B price history and return analytics
+374.2%
-332.0%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -1.6% | +0.4% | -2.0% | -1.8% |
| 30D | +9.4% | +1.0% | +8.5% | +8.9% |
| 3M | +5.0% | +2.4% | +2.6% | +3.9% |
| 6M | -3.5% | +12.0% | -15.5% | -8.9% |
| YTD | +4.5% | +15.3% | -10.9% | -2.8% |
| 1Y | +67.8% | +22.6% | +45.2% | +51.2% |
| 3Y | +196.7% | +74.7% | +122.0% | +120.1% |
| 5Y | +151.9% | +66.1% | +85.8% | +90.1% |
| 10Y | +202.2% | +225.0% | -22.8% | +51.1% |
| All | +42.2% | +374.2% | -332.0% | -60.4% |
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