+149.6%
E price history and return analytics
+57.5%
+92.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.1% |
| 7D | -5.5% | -0.1% | -5.3% | -5.5% |
| 30D | -1.6% | -3.1% | +1.5% | +0.2% |
| 3M | +1.7% | -3.5% | +5.2% | +3.5% |
| 6M | +5.6% | +0.5% | +5.1% | +4.2% |
| YTD | +50.4% | +10.8% | +39.6% | +37.6% |
| 1Y | +51.6% | +11.9% | +39.8% | +37.5% |
| 3Y | +99.1% | +73.0% | +26.1% | +25.5% |
| 5Y | +149.6% | +58.6% | +91.0% | +65.9% |
| All | +149.6% | +57.5% | +92.1% | +65.9% |
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 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