-3.2%
FOR price history and return analytics
+10.5%
-13.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.3% |
| 7D | -1.0% | -2.3% | +1.3% | +0.9% |
| 30D | -7.7% | -5.0% | -2.8% | -3.7% |
| 3M | -18.9% | -4.9% | -14.0% | -15.3% |
| 6M | -12.6% | -1.5% | -11.1% | -11.6% |
| YTD | -3.8% | +8.5% | -12.3% | -11.3% |
| 1Y | -3.2% | +11.4% | -14.6% | -13.4% |
| All | -3.2% | +10.5% | -13.7% | -13.4% |
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