-90.4%
CALC price history and return analytics
+13.3%
-103.6%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | 0.0% | +5.0% | +5.0% |
| 7D | +12.2% | -1.6% | +13.8% | +14.0% |
| 30D | -8.1% | -2.5% | -5.6% | -6.1% |
| 3M | -61.0% | -1.3% | -59.7% | -60.2% |
| 6M | -50.1% | +3.1% | -53.2% | -51.7% |
| YTD | -95.5% | +10.9% | -106.5% | -96.2% |
| All | -90.4% | +13.3% | -103.6% | -92.3% |
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