-15.8%
DRUG price history and return analytics
+78.9%
-94.7%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -3.1% |
| 7D | +9.9% | +2.9% | +7.0% | +10.1% |
| 30D | -55.7% | -2.5% | -53.2% | -55.8% |
| 3M | -71.3% | -3.3% | -68.0% | -71.4% |
| 6M | -73.1% | +1.5% | -74.7% | -73.1% |
| YTD | -70.9% | +11.4% | -82.2% | -70.5% |
| 1Y | -62.2% | +11.9% | -74.1% | -61.7% |
| 3Y | +1,779.3% | +73.9% | +1,705.5% | +1,504.8% |
| 5Y | -28.5% | +57.9% | -86.4% | -38.4% |
| All | -15.8% | +78.9% | -94.7% | -15.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling