-95.8%
CALC price history and return analytics
+71.6%
-167.5%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.3% |
| 7D | -6.2% | +2.9% | -9.0% | -7.3% |
| 30D | +8.9% | -2.5% | +11.4% | +10.2% |
| 3M | -60.6% | -3.3% | -57.3% | -60.0% |
| 6M | -61.3% | +1.5% | -62.8% | -61.5% |
| YTD | -96.3% | +11.4% | -107.7% | -96.5% |
| 1Y | -92.7% | +11.9% | -104.6% | -93.1% |
| 3Y | -92.8% | +73.9% | -166.6% | -94.8% |
| All | -95.8% | +71.6% | -167.5% | -97.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling