-31.5%
CALC price history and return analytics
+23.3%
-54.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.3% | -1.4% |
| 7D | -6.5% | +0.4% | -6.9% | -6.4% |
| 30D | +192.8% | +1.0% | +191.9% | +193.5% |
| 3M | +155.0% | +2.4% | +152.6% | +153.2% |
| 6M | +247.8% | +12.0% | +235.8% | +208.7% |
| YTD | -67.1% | +15.3% | -82.4% | -71.8% |
| 1Y | -31.5% | +22.6% | -54.1% | -45.7% |
| All | -31.5% | +23.3% | -54.9% | -45.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling