-10.6%
BULL price history and return analytics
+76.6%
-87.2%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.1% |
| 7D | +4.8% | +1.0% | +3.8% | +3.5% |
| 30D | +30.7% | -0.2% | +31.0% | +31.5% |
| 3M | +68.8% | +4.5% | +64.2% | +59.4% |
| 6M | +75.6% | +14.1% | +61.5% | +48.7% |
| YTD | +23.2% | +14.8% | +8.4% | +4.7% |
| 1Y | -28.5% | +21.2% | -49.7% | -42.4% |
| 3Y | -10.6% | +76.6% | -87.1% | -40.2% |
| All | -10.6% | +76.6% | -87.2% | -40.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling