-87.1%
EUM price history and return analytics
+368.8%
-455.9%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | -0.3% |
| 7D | -1.8% | -0.1% | -1.6% | -1.9% |
| 30D | -4.6% | -0.7% | -3.9% | -5.2% |
| 3M | -4.7% | +4.0% | -8.7% | +0.7% |
| 6M | -16.7% | +12.3% | -29.0% | -2.3% |
| YTD | -21.9% | +14.0% | -36.0% | -6.3% |
| 1Y | -27.2% | +20.3% | -47.5% | -6.6% |
| 3Y | -42.6% | +75.4% | -118.0% | +19.5% |
| 5Y | -27.2% | +66.0% | -93.2% | +50.4% |
| 10Y | -62.8% | +228.2% | -291.0% | +114.1% |
| All | -87.1% | +368.8% | -455.9% | +137.0% |
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