-87.0%
CALC price history and return analytics
+76.6%
-163.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.5% | -6.4% | -6.7% |
| 7D | +1.0% | +1.0% | 0.0% | +0.7% |
| 30D | -41.3% | -0.2% | -41.0% | -41.2% |
| 3M | -57.8% | +4.5% | -62.4% | -58.4% |
| 6M | -44.4% | +14.1% | -58.5% | -47.2% |
| YTD | -93.9% | +14.8% | -108.6% | -94.2% |
| 1Y | -86.9% | +21.2% | -108.1% | -87.8% |
| 3Y | -87.0% | +76.6% | -163.6% | -90.7% |
| All | -87.0% | +76.6% | -163.6% | -90.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling