-83.8%
EU price history and return analytics
+75.6%
-159.4%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +1.1% | -9.1% | -10.4% |
| 7D | -19.4% | -0.7% | -18.7% | -17.6% |
| 30D | -37.0% | -1.7% | -35.2% | -33.6% |
| 3M | -58.0% | -2.3% | -55.7% | -54.7% |
| 6M | -65.3% | +1.5% | -66.8% | -64.6% |
| YTD | -76.6% | +12.0% | -88.7% | -79.9% |
| 1Y | -78.2% | +12.9% | -91.1% | -81.5% |
| All | -83.8% | +75.6% | -159.4% | -92.0% |
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