-17.0%
CURR price history and return analytics
+42.7%
-59.8%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.5% | +10.2% | +9.9% |
| 7D | +7.4% | +1.0% | +6.4% | +6.9% |
| 30D | +16.1% | -0.2% | +16.3% | +16.0% |
| 3M | +21.5% | +4.5% | +17.0% | +19.2% |
| 6M | +58.3% | +14.1% | +44.3% | +53.5% |
| YTD | +101.7% | +14.8% | +86.9% | +95.7% |
| 1Y | +114.9% | +21.2% | +93.7% | +109.4% |
| All | -17.0% | +42.7% | -59.8% | -39.3% |
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