+54.8%
DRUG price history and return analytics
+23.4%
+31.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.0% | -5.4% | -5.9% |
| 7D | -8.7% | +0.1% | -8.9% | -8.9% |
| 30D | -12.1% | +0.8% | -12.9% | -13.4% |
| 3M | -8.6% | +2.8% | -11.4% | -12.4% |
| 6M | -15.0% | +13.0% | -27.9% | -30.0% |
| YTD | -12.8% | +15.4% | -28.2% | -30.2% |
| All | +54.8% | +23.4% | +31.4% | -5.6% |
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