-90.7%
EU price history and return analytics
+341.9%
-432.6%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -4.1% | -8.4% | -8.5% |
| 7D | -20.3% | -4.2% | -16.1% | -16.4% |
| 30D | -44.7% | -5.8% | -38.9% | -41.0% |
| 3M | -45.2% | -5.2% | -40.0% | -41.4% |
| 6M | -66.1% | +0.1% | -66.3% | -65.2% |
| YTD | -74.6% | +8.2% | -82.8% | -75.4% |
| 1Y | -76.3% | +10.1% | -86.4% | -77.4% |
| 3Y | -80.3% | +69.7% | -149.9% | -86.3% |
| 5Y | -86.6% | +53.4% | -140.0% | -89.8% |
| 10Y | +600.0% | +219.2% | +380.8% | +302.4% |
| All | -90.7% | +341.9% | -432.6% | -95.0% |
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 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