+44.1%
CFA price history and return analytics
+66.2%
-22.1%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.6% |
| 7D | -0.2% | +1.0% | -1.2% | -1.0% |
| 30D | -2.1% | -0.2% | -1.9% | -1.9% |
| 3M | +3.9% | +4.5% | -0.6% | -0.1% |
| 6M | +7.0% | +14.1% | -7.1% | -4.9% |
| YTD | +10.3% | +14.8% | -4.4% | -2.5% |
| 1Y | +11.6% | +21.2% | -9.6% | -6.0% |
| 3Y | +47.3% | +76.6% | -29.3% | -11.6% |
| 5Y | +44.1% | +66.6% | -22.5% | -10.0% |
| All | +44.1% | +66.2% | -22.1% | -10.0% |
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