-38.2%
CSV price history and return analytics
+57.4%
-95.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.6% | +4.2% | +4.6% |
| 7D | -18.1% | +0.4% | -18.5% | -17.5% |
| 30D | -14.7% | -2.6% | -12.1% | -12.1% |
| 3M | -19.9% | -3.2% | -16.7% | -17.0% |
| 6M | -36.6% | +0.9% | -37.6% | -37.0% |
| YTD | -31.6% | +11.3% | -42.9% | -37.8% |
| 1Y | -29.6% | +14.0% | -43.6% | -37.4% |
| 3Y | +40.4% | +75.8% | -35.5% | -18.6% |
| 5Y | -38.2% | +57.8% | -96.0% | -60.7% |
| All | -38.2% | +57.4% | -95.5% | -60.7% |
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 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