+50.1%
BY price history and return analytics
+53.4%
-3.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | 0.0% |
| 7D | -0.6% | -2.3% | +1.7% | +1.3% |
| 30D | +4.6% | -5.0% | +9.6% | +9.0% |
| 3M | -2.7% | -4.9% | +2.2% | +1.3% |
| 6M | +15.6% | -1.5% | +17.1% | +16.2% |
| YTD | +32.7% | +8.5% | +24.2% | +22.1% |
| 1Y | +42.9% | +11.4% | +31.6% | +28.3% |
| 3Y | +97.3% | +70.1% | +27.2% | +23.2% |
| All | +50.1% | +53.4% | -3.3% | +1.0% |
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