-84.9%
EDIT price history and return analytics
+264.9%
-349.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +2.6% | +4.4% | +2.1% |
| 7D | +7.0% | +0.4% | +6.6% | +6.5% |
| 30D | -5.2% | -2.6% | -2.6% | +0.5% |
| 3M | -4.5% | -3.2% | -1.3% | +3.0% |
| 6M | -11.6% | +0.9% | -12.5% | -11.8% |
| YTD | +34.1% | +11.3% | +22.8% | +13.8% |
| 1Y | +11.3% | +14.0% | -2.7% | -9.6% |
| 3Y | -65.1% | +75.8% | -140.9% | -85.7% |
| 5Y | -93.2% | +57.8% | -151.1% | -96.4% |
| 10Y | -81.0% | +219.8% | -300.8% | -96.1% |
| All | -84.9% | +264.9% | -349.8% | -97.3% |
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