+9.0%
COST price history and return analytics
+13.3%
-4.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.1% | -2.0% |
| 7D | +2.9% | -1.6% | +4.5% | +2.6% |
| 30D | +10.9% | -2.5% | +13.4% | +10.4% |
| 3M | +7.0% | -1.3% | +8.3% | +6.7% |
| 6M | +1.1% | +3.1% | -2.0% | +1.1% |
| YTD | +18.9% | +10.9% | +8.0% | +18.1% |
| All | +9.0% | +13.3% | -4.3% | +8.1% |
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