+58.3%
FA price history and return analytics
+74.4%
-16.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -0.5% | -7.8% | -7.9% |
| 7D | -1.1% | -0.1% | -1.0% | -1.2% |
| 30D | +13.3% | -3.1% | +16.4% | +16.0% |
| 3M | -8.5% | -3.5% | -5.0% | -6.0% |
| 6M | +35.2% | +0.5% | +34.7% | +33.0% |
| YTD | +48.5% | +10.8% | +37.7% | +30.5% |
| 1Y | +63.7% | +11.9% | +51.8% | +42.3% |
| 3Y | +58.3% | +73.0% | -14.6% | -20.9% |
| All | +58.3% | +74.4% | -16.1% | -20.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling