-5.2%
BULL price history and return analytics
+89.4%
-94.6%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -0.9% | -1.0% |
| 7D | +4.7% | -0.1% | +4.8% | +4.9% |
| 30D | +29.8% | -0.7% | +30.4% | +30.8% |
| 3M | +71.3% | +4.0% | +67.3% | +65.9% |
| 6M | +71.6% | +12.3% | +59.3% | +56.5% |
| YTD | +21.2% | +14.0% | +7.2% | +10.1% |
| 1Y | -30.4% | +20.3% | -50.7% | -38.7% |
| 3Y | -12.0% | +75.4% | -87.4% | -30.0% |
| All | -5.2% | +89.4% | -94.6% | -25.1% |
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