-78.5%
EU price history and return analytics
+11.9%
-90.4%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.1% | +2.7% |
| 7D | -12.7% | +2.4% | -15.1% | -18.3% |
| 30D | -35.3% | -1.5% | -33.8% | -31.4% |
| 3M | -51.8% | -4.1% | -47.6% | -43.9% |
| 6M | -65.4% | +0.6% | -66.0% | -63.6% |
| YTD | -77.8% | +11.0% | -88.9% | -81.6% |
| 1Y | -78.5% | +13.3% | -91.9% | -83.6% |
| All | -78.5% | +11.9% | -90.4% | -83.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling