+220.7%
D price history and return analytics
+345.0%
-124.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.1% | +3.9% | +2.0% |
| 7D | +6.9% | -4.2% | +11.1% | +9.3% |
| 30D | +12.3% | -5.8% | +18.1% | +15.7% |
| 3M | +3.0% | -5.2% | +8.3% | +5.8% |
| 6M | +12.8% | +0.1% | +12.7% | +12.1% |
| YTD | +22.6% | +8.2% | +14.3% | +16.6% |
| 1Y | +21.7% | +10.1% | +11.5% | +14.6% |
| 3Y | +83.9% | +69.7% | +14.3% | +35.6% |
| 5Y | +14.0% | +53.4% | -39.4% | -12.2% |
| 10Y | +45.6% | +219.2% | -173.7% | -26.4% |
| All | +220.7% | +345.0% | -124.3% | +20.9% |
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