+121.6%
E price history and return analytics
+346.0%
-224.4%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.7% | -0.7% |
| 7D | -8.8% | -2.3% | -6.5% | -6.6% |
| 30D | +2.8% | -5.0% | +7.7% | +8.1% |
| 3M | +3.4% | -4.9% | +8.3% | +8.3% |
| 6M | +5.2% | -1.5% | +6.8% | +5.2% |
| YTD | +51.3% | +8.5% | +42.8% | +34.1% |
| 1Y | +55.9% | +11.4% | +44.5% | +33.9% |
| 3Y | +96.5% | +70.1% | +26.4% | +2.1% |
| 5Y | +148.7% | +53.7% | +95.0% | +43.1% |
| 10Y | +249.1% | +220.0% | +29.2% | -14.0% |
| All | +121.6% | +346.0% | -224.4% | -65.4% |
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