+397.2%
F price history and return analytics
+345.0%
+52.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.1% | +3.0% | +3.6% |
| 7D | +1.4% | -4.2% | +5.5% | +6.3% |
| 30D | +2.0% | -5.8% | +7.8% | +9.1% |
| 3M | -10.4% | -5.2% | -5.1% | -4.7% |
| 6M | +9.7% | +0.1% | +9.6% | +9.4% |
| YTD | -1.2% | +8.2% | -9.4% | -9.9% |
| 1Y | 0.0% | +10.1% | -10.1% | -10.6% |
| 3Y | +41.1% | +69.7% | -28.6% | -23.6% |
| 5Y | -11.4% | +53.4% | -64.8% | -44.4% |
| 10Y | +85.0% | +219.2% | -134.3% | -47.8% |
| All | +397.2% | +345.0% | +52.2% | +34.5% |
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