+97.7%
CEF price history and return analytics
+58.5%
+39.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.6% |
| 7D | -5.0% | +2.9% | -7.9% | -6.3% |
| 30D | -9.4% | -2.5% | -6.9% | -8.3% |
| 3M | -17.6% | -3.3% | -14.3% | -16.2% |
| 6M | -28.5% | +1.5% | -30.1% | -28.7% |
| YTD | -19.1% | +11.4% | -30.4% | -21.9% |
| 1Y | -7.8% | +11.9% | -19.7% | -11.1% |
| 3Y | +106.2% | +73.9% | +32.3% | +74.3% |
| 5Y | +97.7% | +57.9% | +39.8% | +62.3% |
| All | +97.7% | +58.5% | +39.2% | +62.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling