+110.4%
BY price history and return analytics
+171.0%
-60.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | 0.0% |
| 7D | -0.6% | -2.3% | +1.7% | +1.6% |
| 30D | +4.6% | -5.0% | +9.6% | +9.8% |
| 3M | -2.7% | -4.9% | +2.2% | +1.9% |
| 6M | +15.6% | -1.5% | +17.1% | +16.3% |
| YTD | +32.7% | +8.5% | +24.2% | +20.7% |
| 1Y | +42.9% | +11.4% | +31.6% | +26.4% |
| 3Y | +97.3% | +70.1% | +27.2% | +13.5% |
| 5Y | +49.8% | +53.7% | -4.0% | -4.7% |
| All | +110.4% | +171.0% | -60.7% | -22.9% |
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