-87.2%
EU price history and return analytics
+53.4%
-140.6%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.5% |
| 7D | -11.3% | -2.3% | -8.9% | -6.5% |
| 30D | -41.7% | -5.0% | -36.7% | -34.8% |
| 3M | -45.2% | -4.9% | -40.3% | -38.1% |
| 6M | -67.5% | -1.5% | -66.0% | -65.0% |
| YTD | -74.6% | +8.5% | -83.1% | -76.7% |
| 1Y | -75.5% | +11.4% | -86.9% | -78.4% |
| 3Y | -79.6% | +70.1% | -149.7% | -91.0% |
| All | -87.2% | +53.4% | -140.6% | -92.1% |
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