+141.0%
DRUG price history and return analytics
+83.2%
+57.8%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.1% | -2.8% |
| 7D | -8.5% | -0.1% | -8.4% | -8.5% |
| 30D | -19.5% | -0.7% | -18.8% | -19.5% |
| 3M | -4.0% | +4.0% | -8.0% | -3.7% |
| 6M | -19.1% | +12.3% | -31.4% | -18.2% |
| YTD | -16.6% | +14.0% | -30.7% | -15.3% |
| 1Y | +54.3% | +20.3% | +34.0% | +59.1% |
| 3Y | +3,288.5% | +75.4% | +3,213.1% | +2,832.0% |
| 5Y | +133.7% | +66.0% | +67.7% | +101.8% |
| All | +141.0% | +83.2% | +57.8% | +141.7% |
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