-23.9%
FOUR price history and return analytics
+74.0%
-97.9%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | -0.3% | +8.1% | +8.2% |
| 7D | +1.9% | +2.4% | -0.5% | -1.3% |
| 30D | +17.9% | -1.5% | +19.4% | +20.2% |
| 3M | -6.7% | -4.1% | -2.6% | -1.2% |
| 6M | +9.6% | +0.6% | +9.0% | +8.5% |
| YTD | -28.9% | +11.0% | -39.9% | -39.4% |
| 1Y | -38.0% | +13.3% | -51.4% | -48.9% |
| 3Y | -23.9% | +73.4% | -97.3% | -70.2% |
| All | -23.9% | +74.0% | -97.9% | -70.2% |
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 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