+15.2%
D price history and return analytics
+53.4%
-38.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.6% |
| 7D | +3.0% | -2.3% | +5.3% | +3.8% |
| 30D | +11.5% | -5.0% | +16.4% | +13.4% |
| 3M | +3.7% | -4.9% | +8.6% | +5.5% |
| 6M | +13.5% | -1.5% | +15.1% | +13.8% |
| YTD | +20.7% | +8.5% | +12.2% | +16.3% |
| 1Y | +18.2% | +11.4% | +6.9% | +12.6% |
| 3Y | +73.3% | +70.1% | +3.2% | +35.1% |
| All | +15.2% | +53.4% | -38.2% | -8.7% |
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