-84.6%
EU price history and return analytics
+74.0%
-158.7%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.1% | +2.5% |
| 7D | -12.7% | +2.4% | -15.1% | -16.8% |
| 30D | -35.3% | -1.5% | -33.8% | -32.2% |
| 3M | -51.8% | -4.1% | -47.6% | -45.7% |
| 6M | -65.4% | +0.6% | -66.0% | -63.9% |
| YTD | -77.8% | +11.0% | -88.9% | -80.6% |
| 1Y | -78.5% | +13.3% | -91.9% | -81.8% |
| 3Y | -84.6% | +73.4% | -158.0% | -92.3% |
| All | -84.6% | +74.0% | -158.7% | -92.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling