-92.5%
CALC price history and return analytics
+11.9%
-104.4%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.6% |
| 7D | -11.0% | +2.4% | -13.4% | -12.6% |
| 30D | +13.1% | -1.5% | +14.6% | +14.5% |
| 3M | -63.2% | -4.1% | -59.0% | -62.1% |
| 6M | -64.9% | +0.6% | -65.5% | -65.3% |
| YTD | -96.3% | +11.0% | -107.4% | -97.0% |
| 1Y | -92.5% | +13.3% | -105.9% | -94.2% |
| All | -92.5% | +11.9% | -104.4% | -94.2% |
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