-94.8%
CALC price history and return analytics
+71.6%
-166.4%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +2.6% | +8.8% | +10.2% |
| 7D | +8.2% | +0.4% | +7.8% | +8.0% |
| 30D | +19.3% | -2.6% | +21.9% | +20.8% |
| 3M | -56.0% | -3.2% | -52.7% | -55.3% |
| 6M | -51.8% | +0.9% | -52.8% | -52.0% |
| YTD | -95.4% | +11.3% | -106.7% | -95.6% |
| 1Y | -90.0% | +14.0% | -104.0% | -90.6% |
| 3Y | -90.4% | +75.8% | -166.2% | -93.2% |
| All | -94.8% | +71.6% | -166.4% | -96.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling