-51.6%
FOUR price history and return analytics
+21.4%
-73.0%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.5% | -7.4% | -7.4% |
| 7D | +2.9% | +1.0% | +1.9% | +2.0% |
| 30D | +2.5% | -0.2% | +2.7% | +2.8% |
| 3M | +12.3% | +4.5% | +7.7% | +7.2% |
| 6M | -11.7% | +14.1% | -25.7% | -23.2% |
| YTD | -32.8% | +14.8% | -47.6% | -42.8% |
| 1Y | -51.6% | +21.2% | -72.8% | -61.2% |
| All | -51.6% | +21.4% | -73.0% | -61.2% |
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