+8.0%
EW price history and return analytics
+20.4%
-12.4%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.3% |
| 7D | -5.1% | -0.1% | -5.0% | -5.0% |
| 30D | -6.4% | -0.7% | -5.7% | -6.0% |
| 3M | -1.6% | +4.0% | -5.6% | -3.8% |
| 6M | +2.3% | +12.3% | -10.0% | -4.4% |
| YTD | +1.1% | +14.0% | -12.9% | -6.1% |
| 1Y | +8.0% | +20.3% | -12.3% | +1.9% |
| All | +8.0% | +20.4% | -12.4% | +1.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling