-95.3%
EDIT price history and return analytics
+66.2%
-161.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.5% | -5.7% | -5.0% |
| 7D | -1.3% | +1.0% | -2.3% | -3.5% |
| 30D | +5.2% | -0.2% | +5.4% | +6.1% |
| 3M | +14.6% | +4.5% | +10.0% | +2.9% |
| 6M | +51.5% | +14.1% | +37.4% | +12.7% |
| YTD | +47.8% | +14.8% | +33.0% | +9.5% |
| 1Y | +8.6% | +21.2% | -12.6% | -28.8% |
| 3Y | -66.4% | +76.6% | -143.0% | -89.7% |
| 5Y | -95.3% | +66.6% | -161.9% | -98.2% |
| All | -95.3% | +66.2% | -161.5% | -98.2% |
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