+550.5%
CSV price history and return analytics
+363.9%
+186.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.7% | +3.3% | +3.9% |
| 7D | -0.9% | -0.3% | -0.6% | -0.7% |
| 30D | +11.8% | -1.4% | +13.3% | +12.8% |
| 3M | -10.9% | -1.4% | -9.5% | -10.1% |
| 6M | -23.4% | +5.5% | -28.9% | -26.4% |
| YTD | -14.0% | +12.8% | -26.8% | -21.1% |
| 1Y | -15.2% | +15.4% | -30.7% | -23.4% |
| 3Y | +60.6% | +76.9% | -16.3% | +9.8% |
| 5Y | -20.4% | +60.4% | -80.8% | -42.0% |
| 10Y | +74.7% | +232.8% | -158.1% | -16.8% |
| All | +550.5% | +363.9% | +186.7% | +117.4% |
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