-41.6%
CURR price history and return analytics
+11.9%
-53.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.3% | +3.7% | +3.7% |
| 7D | -4.2% | +2.4% | -6.6% | -6.2% |
| 30D | -34.7% | -1.5% | -33.2% | -33.9% |
| 3M | -49.6% | -4.1% | -45.5% | -47.7% |
| 6M | -59.4% | +0.6% | -60.0% | -60.3% |
| YTD | +1.1% | +11.0% | -9.9% | -17.7% |
| 1Y | -41.6% | +13.3% | -55.0% | -55.6% |
| All | -41.6% | +11.9% | -53.5% | -55.6% |
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