+29.2%
FA price history and return analytics
+20.4%
+8.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.3% | -0.2% |
| 7D | +2.4% | -0.1% | +2.5% | +2.4% |
| 30D | -12.9% | -0.7% | -12.2% | -12.7% |
| 3M | +29.2% | +4.0% | +25.2% | +28.1% |
| 6M | +76.7% | +12.3% | +64.4% | +66.3% |
| YTD | +41.4% | +14.0% | +27.4% | +31.9% |
| 1Y | +29.2% | +20.3% | +8.9% | +9.9% |
| All | +29.2% | +20.4% | +8.8% | +9.9% |
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