+31.1%
FOUR price history and return analytics
+123.0%
-92.0%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.3% |
| 7D | +9.8% | -2.3% | +12.1% | +14.4% |
| 30D | +12.7% | -5.0% | +17.7% | +22.8% |
| 3M | +1.4% | -4.9% | +6.3% | +10.3% |
| 6M | +2.5% | -1.5% | +4.1% | +4.4% |
| YTD | -30.2% | +8.5% | -38.7% | -40.6% |
| 1Y | -34.2% | +11.4% | -45.6% | -46.6% |
| 3Y | -5.6% | +70.1% | -75.7% | -65.3% |
| 5Y | -27.5% | +53.7% | -81.2% | -65.1% |
| All | +31.1% | +123.0% | -92.0% | -62.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling